Barry Investment Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Barry Investment Advisors, LLC
- $304 Million
- Q4 2024
A detailed history of Barry Investment Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Barry Investment Advisors, LLC holds 14,308 shares of DFAC stock, worth $516,232. This represents 0.16% of its overall portfolio holdings.
Number of Shares
14,308
Previous 14,263
0.32%
Holding current value
$516,232
Previous $489,000
1.23%
% of portfolio
0.16%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,050Shares Held
793MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.07 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.68 Billion3.97% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
-
Forum Financial Management, LP Lombard, IL36.8MShares$1.33 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$655 Million0.26% of portfolio