Rather & Kittrell, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Rather & Kittrell, Inc.
- $321 Million
- Q1 2024
A detailed history of Rather & Kittrell, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Rather & Kittrell, Inc. holds 1,219,807 shares of DFAC stock, worth $40.1 Million. This represents 12.13% of its overall portfolio holdings.
Number of Shares
1,219,807
Previous 1,229,900
0.82%
Holding current value
$40.1 Million
Previous $35.9 Million
8.41%
% of portfolio
12.13%
Previous 12.79%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
687MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.71 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.48 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.3 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.24 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$573 Million0.3% of portfolio