Single Point Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History
Single Point Partners, LLC
- $62.7 Million
- Q3 2024
A detailed history of Single Point Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Single Point Partners, LLC holds 20,969 shares of DFAC stock, worth $751,528. This represents 1.15% of its overall portfolio holdings.
Number of Shares
20,969
Previous 20,969
-0.0%
Holding current value
$751,528
Previous $676,000
6.36%
% of portfolio
1.15%
Previous 1.16%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
930Shares Held
745MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 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$636 Million0.28% of portfolio