Baker Boyer National Bank Dimensional ETF Tr U S Core Eq Transaction History
Baker Boyer National Bank
- $289 Million
- Q4 2024
A detailed history of Baker Boyer National Bank transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Baker Boyer National Bank holds 1,793,251 shares of DFAC stock, worth $60.2 Million. This represents 21.49% of its overall portfolio holdings.
Number of Shares
1,793,251
Previous 1,814,746
1.18%
Holding current value
$60.2 Million
Previous $62.2 Million
0.29%
% of portfolio
21.49%
Previous 20.93%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
1,066Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.92 Billion0.66% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.56 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.26 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.25 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$610 Million0.26% of portfolio