Shotwell Rutter Baer Inc Dimensional ETF Tr U S Core Eq Transaction History
Shotwell Rutter Baer Inc
- $122 Billion
- Q3 2024
A detailed history of Shotwell Rutter Baer Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Shotwell Rutter Baer Inc holds 41,773 shares of DFAC stock, worth $1.5 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
41,773
Previous 41,773
-0.0%
Holding current value
$1.5 Million
Previous $1.36 Billion
5.35%
% of portfolio
1.18%
Previous 1.2%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 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$635 Million0.28% of portfolio