Shore Point Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Shore Point Advisors, LLC
- $179 Million
- Q1 2025
A detailed history of Shore Point Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Shore Point Advisors, LLC holds 13,305 shares of DFAC stock, worth $485,898. This represents 0.24% of its overall portfolio holdings.
Number of Shares
13,305
Previous 18,833
29.35%
Holding current value
$485,898
Previous $651,000
32.72%
% of portfolio
0.24%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.96 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.91 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.38 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$634 Million0.23% of portfolio