Sc&H Financial Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Sc&H Financial Advisors, Inc.
- $461 Million
- Q4 2024
A detailed history of Sc&H Financial Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 2,064,247 shares of DFAC stock, worth $74 Million. This represents 15.51% of its overall portfolio holdings.
Number of Shares
2,064,247
Previous 1,995,584
3.44%
Holding current value
$74 Million
Previous $68.4 Million
4.38%
% of portfolio
15.51%
Previous 15.32%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
959Shares Held
750MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$636 Million0.28% of portfolio