Rothschild Investment LLC Dimensional ETF Tr U S Core Eq Transaction History
Rothschild Investment LLC
- $1.53 Trillion
- Q4 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 $211,808. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,374
Previous 6,374
-0.0%
Holding current value
$211,808
Previous $219 Million
0.88%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,064Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.9 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.55 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.25 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.24 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$604 Million0.26% of portfolio