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 $3.44 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
99,388
Previous 95,127
4.48%
Holding current value
$3.44 Million
Previous $3.29 Million
0.4%
% of portfolio
2.1%
Previous 2.1%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio