Running Point Capital Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Running Point Capital Advisors, LLC
- $222 Million
- Q1 2024
A detailed history of Running Point Capital Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Running Point Capital Advisors, LLC holds 158,102 shares of DFAC stock, worth $5.12 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
158,102
Previous 158,102
-0.0%
Holding current value
$5.12 Million
Previous $4.62 Million
9.31%
% of portfolio
2.27%
Previous 2.26%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
839Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.22 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$564 Million0.3% of portfolio