Smith Chas P & Associates Pa Cpas Dimensional ETF Tr U S Core Eq Transaction History
Smith Chas P & Associates Pa Cpas
- $1.74 Billion
- Q4 2024
A detailed history of Smith Chas P & Associates Pa Cpas transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Smith Chas P & Associates Pa Cpas holds 6,959 shares of DFAC stock, worth $228,255. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,959
Previous 6,959
-0.0%
Holding current value
$228,255
Previous $238,000
0.84%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,065Shares Held
801MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.88 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.53 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.23 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.22 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$596 Million0.26% of portfolio