Von Borstel & Associates, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Von Borstel & Associates, Inc.
- $335 Million
- Q1 2025
A detailed history of Von Borstel & Associates, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Von Borstel & Associates, Inc. holds 3,038,167 shares of DFAC stock, worth $103 Million. This represents 29.95% of its overall portfolio holdings.
Number of Shares
3,038,167
Previous 2,277,491
33.4%
Holding current value
$103 Million
Previous $78.8 Million
27.23%
% of portfolio
29.95%
Previous 30.84%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,091Shares Held
811MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.83 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.77 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.28 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$590 Million0.23% of portfolio