Strategic Investment Solutions, Inc. /Il Dimensional ETF Tr U S Core Eq Transaction History
Strategic Investment Solutions, Inc. /Il
- $299 Billion
- Q4 2024
A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 435,944 shares of DFAC stock, worth $15.7 Million. This represents 4.66% of its overall portfolio holdings.
Number of Shares
435,944
Previous 596,013
26.86%
Holding current value
$15.7 Million
Previous $20.4 Billion
31.88%
% of portfolio
4.66%
Previous 6.12%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
1,046Shares Held
796MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.06 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.67 Billion3.97% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
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Forum Financial Management, LP Lombard, IL36.8MShares$1.32 Billion25.63% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$653 Million0.26% of portfolio