Squire Investment Management Company, LLC Dimensional ETF Tr U S Core Eq Transaction History
Squire Investment Management Company, LLC
- $240 Billion
- Q1 2025
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 973,756 shares of DFAC stock, worth $33.4 Million. This represents 13.39% of its overall portfolio holdings.
Number of Shares
973,756
Previous 931,555
4.53%
Holding current value
$33.4 Million
Previous $32.2 Billion
0.3%
% of portfolio
13.39%
Previous 14.18%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.84 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.79 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.29 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$595 Million0.23% of portfolio