Squire Investment Management Company, LLC Dimensional ETF Tr U S Core Eq Transaction History
Squire Investment Management Company, LLC
- $210 Billion
- Q3 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 904,555 shares of DFAC stock, worth $31.6 Million. This represents 14.75% of its overall portfolio holdings.
Number of Shares
904,555
Previous 888,614
1.79%
Holding current value
$31.6 Million
Previous $28.6 Billion
8.27%
% of portfolio
14.75%
Previous 16.25%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.98 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.75 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$621 Million0.28% of portfolio