Tranquilli Financial Advisor LLC Dimensional ETF Tr U S Core Eq Transaction History
Tranquilli Financial Advisor LLC
- $157 Million
- Q4 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 95,127 shares of DFAC stock, worth $3.07 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
95,127
Previous 95,403
0.29%
Holding current value
$3.07 Million
Previous $3.27 Million
0.61%
% of portfolio
2.1%
Previous 2.06%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
1,078Shares Held
804MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$586 Million0.26% of portfolio