Steele Capital Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Steele Capital Management, Inc.
- $1.79 Trillion
- Q2 2024
A detailed history of Steele Capital Management, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Steele Capital Management, Inc. holds 9,886 shares of DFAC stock, worth $330,785. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,886
Previous 9,869
0.17%
Holding current value
$330,785
Previous $315 Million
1.08%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.79 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.59 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.25 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.25 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$591 Million0.29% of portfolio