Aviance Capital Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History
Aviance Capital Partners, LLC
- $690 Million
- Q4 2024
A detailed history of Aviance Capital Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Aviance Capital Partners, LLC holds 62,364 shares of DFAC stock, worth $2.06 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
62,364
Previous 63,542
1.85%
Holding current value
$2.06 Million
Previous $2.18 Million
0.96%
% of portfolio
0.31%
Previous 0.3%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
1,063Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.9 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.54 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.24 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.23 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$601 Million0.26% of portfolio