Rockbridge Investment Management, Lcc Dimensional ETF Tr U S Core Eq Transaction History
Rockbridge Investment Management, Lcc
- $780 Billion
- Q4 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 2,160,599 shares of DFAC stock, worth $69.3 Million. This represents 9.58% of its overall portfolio holdings.
Number of Shares
2,160,599
Previous 2,007,942
7.6%
Holding current value
$69.3 Million
Previous $68.9 Billion
8.54%
% of portfolio
9.58%
Previous 8.92%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
1,069Shares Held
807MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.84 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.49 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.21 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$583 Million0.26% of portfolio