Regentatlantic Capital LLC Dimensional ETF Tr U S Core Eq Transaction History
Regentatlantic Capital LLC
- $3.34 Billion
- Q3 2022
A detailed history of Regentatlantic Capital LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Regentatlantic Capital LLC holds 19,037 shares of DFAC stock, worth $671,625. This represents 0.01% of its overall portfolio holdings.
Number of Shares
19,037
Previous 19,037
-0.0%
Holding current value
$671,625
Previous $444,000
4.73%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$626 Million0.28% of portfolio