Triune Financial Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History
Triune Financial Partners, LLC
- $318 Billion
- Q4 2024
A detailed history of Triune Financial Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Triune Financial Partners, LLC holds 3,714,327 shares of DFAC stock, worth $130 Million. This represents 40.45% of its overall portfolio holdings.
Number of Shares
3,714,327
Previous 3,703,605
0.29%
Holding current value
$130 Million
Previous $127 Billion
1.17%
% of portfolio
40.45%
Previous 39.86%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.63 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$636 Million0.26% of portfolio