Charles Schwab Trust CO Dimensional ETF Tr U S Core Eq Transaction History

Charles Schwab Trust CO

$1.14 Billion
Q3 2024

A detailed history of Charles Schwab Trust CO transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Charles Schwab Trust CO holds 17,369 shares of DFAC stock, worth $596,104. This represents 0.05% of its overall portfolio holdings.

Number of Shares

17,369

Holding current value

$596,104

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$31.05 - $34.29 $539,307 - $595,583	17,369 New	17,369 $595,000

Others Institutions Holding DFAC

# of Institutions

925

Shares Held

741M

Call Options Held

76K

Put Options Held

Envestnet Asset Management Inc

56.6M
Shares

$1.94 Billion
0.64% of portfolio
Mercer Global Advisors Inc Denver, CO

50.1M
Shares

$1.72 Billion
3.76% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.29 Billion
24.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.28 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$609 Million
0.28% of portfolio

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Charles Schwab Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Charles Schwab Trust CO with notifications on news.

Account

Charles Schwab Trust CO Dimensional ETF Tr U S Core Eq Transaction History