Diversify Advisory Services, LLC Dimensional ETF Tr U S Core Eq Transaction History
Diversify Advisory Services, LLC
- $1.81 Trillion
- Q4 2024
A detailed history of Diversify Advisory Services, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 30,989 shares of DFAC stock, worth $1.11 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
30,989
Previous 31,026
0.12%
Holding current value
$1.11 Million
Previous $1.08 Billion
1.44%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,006Shares Held
777MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.02 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$650 Million0.26% of portfolio