Betterment LLC Dimensional ETF Tr U S Core Eq Transaction History
Betterment LLC
- $41.6 Billion
- Q4 2024
A detailed history of Betterment LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Betterment LLC holds 2,270,295 shares of DFAC stock, worth $78.3 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,270,295
Previous 2,114,157
7.39%
Holding current value
$78.3 Million
Previous $72.5 Million
8.36%
% of portfolio
0.19%
Previous 0.17%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
1,056Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.98 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.6 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$627 Million0.26% of portfolio