Venture Visionary Partners LLC Dimensional ETF Tr U S Core Eq Transaction History
Venture Visionary Partners LLC
- $2.25 Billion
- Q3 2024
A detailed history of Venture Visionary Partners LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Venture Visionary Partners LLC holds 167,936 shares of DFAC stock, worth $5.73 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
167,936
Previous 115,830
44.98%
Holding current value
$5.73 Million
Previous $3.73 Million
54.2%
% of portfolio
0.26%
Previous 0.17%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
900Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$603 Million0.29% of portfolio