Oceanside Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Oceanside Advisors LLC
- $121 Billion
- Q1 2024
A detailed history of Oceanside Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Oceanside Advisors LLC holds 299,499 shares of DFAC stock, worth $9.69 Million. This represents 7.92% of its overall portfolio holdings.
Number of Shares
299,499
Previous 290,284
3.17%
Holding current value
$9.69 Million
Previous $8.48 Billion
12.78%
% of portfolio
7.92%
Previous 7.49%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
839Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.22 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$564 Million0.3% of portfolio