Squire Investment Management Company, LLC Dimensional ETF Tr U S Core Eq Transaction History
Squire Investment Management Company, LLC
- $227 Billion
- Q4 2024
A detailed history of Squire Investment Management Company, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 931,555 shares of DFAC stock, worth $32.8 Million. This represents 14.18% of its overall portfolio holdings.
Number of Shares
931,555
Previous 904,555
2.98%
Holding current value
$32.8 Million
Previous $31 Billion
3.89%
% of portfolio
14.18%
Previous 14.75%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.02 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.64 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$639 Million0.26% of portfolio