Shearwater Capital LLC Dimensional ETF Tr U S Core Eq Transaction History
Shearwater Capital LLC
- $144 Million
- Q3 2024
A detailed history of Shearwater Capital LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Shearwater Capital LLC holds 1,693,836 shares of DFAC stock, worth $61.1 Million. This represents 40.29% of its overall portfolio holdings.
Number of Shares
1,693,836
Previous 1,687,559
0.37%
Holding current value
$61.1 Million
Previous $54.4 Million
6.75%
% of portfolio
40.29%
Previous 40.13%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.81 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.36 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$640 Million0.28% of portfolio