Vestmark Advisory Solutions, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Vestmark Advisory Solutions, Inc.
- $2.43 Billion
- Q3 2024
A detailed history of Vestmark Advisory Solutions, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Vestmark Advisory Solutions, Inc. holds 3,472,524 shares of DFAC stock, worth $121 Million. This represents 4.9% of its overall portfolio holdings.
Number of Shares
3,472,524
Previous 3,173,856
9.41%
Holding current value
$121 Million
Previous $102 Million
16.37%
% of portfolio
4.9%
Previous 4.64%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.98 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.75 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$621 Million0.28% of portfolio