Rockingstone Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Rockingstone Advisors LLC
- $226 Billion
- Q4 2024
A detailed history of Rockingstone Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Rockingstone Advisors LLC holds 14,471 shares of DFAC stock, worth $522,837. This represents 0.22% of its overall portfolio holdings.
Number of Shares
14,471
Previous 14,471
-0.0%
Holding current value
$522,837
Previous $496 Million
0.87%
% of portfolio
0.22%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,051Shares Held
795MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.07 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.68 Billion3.97% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
-
Forum Financial Management, LP Lombard, IL36.8MShares$1.33 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$656 Million0.26% of portfolio