Bos Asset Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Bos Asset Management, LLC
- $279 Billion
- Q4 2024
A detailed history of Bos Asset Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Bos Asset Management, LLC holds 11,811 shares of DFAC stock, worth $390,944. This represents 0.15% of its overall portfolio holdings.
Number of Shares
11,811
Previous 11,685
1.08%
Holding current value
$390,944
Previous $401 Million
1.96%
% of portfolio
0.15%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
1,062Shares 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