Valley Forge Investment Consultants Inc Adv Dimensional ETF Tr U S Core Eq Transaction History
Valley Forge Investment Consultants Inc Adv
- $290 Million
- Q4 2024
A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 68,560 shares of DFAC stock, worth $2.41 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
68,560
Previous 68,560
-0.0%
Holding current value
$2.41 Million
Previous $2.35 Million
0.94%
% of portfolio
0.82%
Previous 0.82%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.02 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.64 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$639 Million0.26% of portfolio