Pettinga Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Pettinga Financial Advisors, LLC
- $416 Million
- Q3 2024
A detailed history of Pettinga Financial Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Pettinga Financial Advisors, LLC holds 16,939 shares of DFAC stock, worth $578,128. This represents 0.14% of its overall portfolio holdings.
Number of Shares
16,939
Previous 16,939
-0.0%
Holding current value
$578,128
Previous $546,000
6.23%
% of portfolio
0.14%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
900Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$603 Million0.29% of portfolio