Rise Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Rise Advisors, LLC
- $207 Million
- Q3 2024
A detailed history of Rise Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Rise Advisors, LLC holds 32,389 shares of DFAC stock, worth $1.14 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
32,389
Previous 32,299
0.28%
Holding current value
$1.14 Million
Previous $1.04 Million
6.63%
% of portfolio
0.54%
Previous 0.56%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.99 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.76 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$625 Million0.28% of portfolio