Cooper Financial Group Dimensional ETF Tr U S Core Eq Transaction History
Cooper Financial Group
- $808 Million
- Q4 2024
A detailed history of Cooper Financial Group transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cooper Financial Group holds 32,527 shares of DFAC stock, worth $1.02 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
32,527
Previous 36,362
10.55%
Holding current value
$1.02 Million
Previous $1.25 Million
9.71%
% of portfolio
0.14%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,067Shares Held
804MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.79 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.46 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.18 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.17 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$569 Million0.26% of portfolio