Cutler Investment Counsel LLC Dimensional ETF Tr U S Core Eq Transaction History
Cutler Investment Counsel LLC
- $783 Million
- Q4 2024
A detailed history of Cutler Investment Counsel LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cutler Investment Counsel LLC holds 11,925 shares of DFAC stock, worth $424,291. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,925
Previous 11,925
-0.0%
Holding current value
$424,291
Previous $408,000
0.98%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
993Shares Held
763MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.01 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$631 Million0.28% of portfolio