Shotwell Rutter Baer Inc Dimensional ETF Tr U S Core Eq Transaction History
Shotwell Rutter Baer Inc
- $113 Billion
- Q2 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 $1.4 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
41,773
Previous 41,779
0.01%
Holding current value
$1.4 Million
Previous $1.32 Billion
2.86%
% of portfolio
1.2%
Previous 2.68%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.79 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.59 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.25 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.25 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$591 Million0.29% of portfolio