Burleson & Company, LLC Dimensional ETF Tr U S Core Eq Transaction History
Burleson & Company, LLC
- $384 Million
- Q4 2022
A detailed history of Burleson & Company, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Burleson & Company, LLC holds 4,006 shares of DFAC stock, worth $144,536. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,006
Previous 4,006
-0.0%
Holding current value
$144,536
Previous $89,000
8.99%
% of portfolio
0.03%
Previous 0.02%
Shares
1 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