Pettinga Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Pettinga Financial Advisors, LLC
- $436 Million
- Q4 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 $567,117. This represents 0.13% of its overall portfolio holdings.
Number of Shares
16,939
Previous 16,939
-0.0%
Holding current value
$567,117
Previous $580,000
1.03%
% of portfolio
0.13%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,064Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.92 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.56 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.26 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.25 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$608 Million0.26% of portfolio