One Degree Advisors Inc Dimensional ETF Tr U S Core Eq Transaction History
One Degree Advisors Inc
- $237 Million
- Q3 2024
A detailed history of One Degree Advisors Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, One Degree Advisors Inc holds 1,237,047 shares of DFAC stock, worth $43.8 Million. This represents 17.83% of its overall portfolio holdings.
Number of Shares
1,237,047
Previous 1,186,460
4.26%
Holding current value
$43.8 Million
Previous $38.3 Million
10.57%
% of portfolio
17.83%
Previous 18.45%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$628 Million0.28% of portfolio