Plante Moran Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Plante Moran Financial Advisors, LLC
- $1.17 Billion
- Q3 2024
A detailed history of Plante Moran Financial Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 8,485 shares of DFAC stock, worth $305,969. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,485
Previous 8,764
3.18%
Holding current value
$305,969
Previous $282,000
2.84%
% of portfolio
0.02%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.81 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.36 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$640 Million0.28% of portfolio