Dfpg Investments, LLC Dimensional ETF Tr U S Core Eq Transaction History
Dfpg Investments, LLC
- $1.29 Billion
- Q4 2023
A detailed history of Dfpg Investments, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Dfpg Investments, LLC holds 33,907 shares of DFAC stock, worth $1.15 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
33,907
Previous 33,899
0.02%
Holding current value
$1.15 Million
Previous $888,000
11.6%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,057Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.94 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.57 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.27 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.26 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$614 Million0.26% of portfolio