Tranquilli Financial Advisor LLC Dimensional ETF Tr U S Core Eq Transaction History
Tranquilli Financial Advisor LLC
- $150 Million
- Q1 2024
A detailed history of Tranquilli Financial Advisor LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Tranquilli Financial Advisor LLC holds 95,135 shares of DFAC stock, worth $3.09 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
95,135
Previous 87,858
8.28%
Holding current value
$3.09 Million
Previous $2.57 Million
18.34%
% of portfolio
2.03%
Previous 1.82%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
843Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.69 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.47 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$567 Million0.3% of portfolio