Raymond James Trust N.A. Dimensional ETF Tr U S Core Eq Transaction History
Raymond James Trust N.A.
- $4.55 Billion
- Q3 2024
A detailed history of Raymond James Trust N.A. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Raymond James Trust N.A. holds 128,860 shares of DFAC stock, worth $4.65 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
128,860
Previous 175,976
26.77%
Holding current value
$4.65 Million
Previous $5.67 Million
22.12%
% of portfolio
0.1%
Previous 0.13%
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