Sc&H Financial Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Sc&H Financial Advisors, Inc.
- $447 Million
- Q3 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 1,995,584 shares of DFAC stock, worth $69.8 Million. This represents 15.32% of its overall portfolio holdings.
Number of Shares
1,995,584
Previous 1,888,886
5.65%
Holding current value
$69.8 Million
Previous $60.9 Million
12.37%
% of portfolio
15.32%
Previous 15.17%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.98 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.75 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$621 Million0.28% of portfolio