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 $537,786. This represents 0.1% of its overall portfolio holdings.
Number of Shares
15,757
Previous 15,757
-0.0%
Holding current value
$537,786
Previous $367,000
4.63%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
900Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$603 Million0.29% of portfolio