Surevest, LLC Dimensional ETF Tr U S Core Eq Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Surevest, LLC holds 15,757 shares of DFAC stock, worth $608,692. This represents 0.1% of its overall portfolio holdings.
Number of Shares
15,757
Previous 15,757
-0.0%
Holding current value
$608,692
Previous $367,000
4.63%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,176Shares Held
809MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio