Tranquilli Financial Advisor LLC Dimensional ETF Tr U S Core Eq Transaction History
Tranquilli Financial Advisor LLC
- $156 Million
- Q1 2025
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 99,388 shares of DFAC stock, worth $3.66 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
99,388
Previous 95,127
4.48%
Holding current value
$3.66 Million
Previous $3.29 Million
0.4%
% of portfolio
2.1%
Previous 2.1%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
1,118Shares Held
829MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.02 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.98 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$640 Million0.23% of portfolio