Rothschild Investment LLC Dimensional ETF Tr U S Core Eq Transaction History
Rothschild Investment LLC
- $1.53 Trillion
- Q3 2024
A detailed history of Rothschild Investment LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Rothschild Investment LLC holds 6,374 shares of DFAC stock, worth $227,360. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,374
Previous 6,374
-0.0%
Holding current value
$227,360
Previous $205 Million
6.36%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
967Shares Held
754MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.02 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$633 Million0.28% of portfolio