Orin Green Financial, LLC Dimensional ETF Tr U S Core Eq Transaction History

Orin Green Financial, LLC

$230 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	SELL	$24.91 - $29.38 $20,899 - $24,649	-839 Reduced 9.16%	8,322 $243,000
Q3 2023 Nov 13, 2023	BUY	$26.05 - $28.22 $238,644 - $258,523	9,161 New	9,161 $240,000

Others Institutions Holding DFAC

# of Institutions

919

Shares Held

740M

Call Options Held

76K

Put Options Held

0

Envestnet Asset Management Inc

56.6M
Shares

$2.06 Billion
0.64% of portfolio
Mercer Global Advisors Inc Denver, CO

50.1M
Shares

$1.82 Billion
3.76% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.37 Billion
24.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.36 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$645 Million
0.28% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Orin Green Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orin Green Financial, LLC with notifications on news.