Diversify Advisory Services, LLC Dimensional ETF Tr U S Core Eq Transaction History
Diversify Advisory Services, LLC
- $1.86 Trillion
- Q3 2024
A detailed history of Diversify Advisory Services, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 31,026 shares of DFAC stock, worth $1.09 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
31,026
Previous 31,019
0.02%
Holding current value
$1.09 Million
Previous $1.01 Billion
6.94%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.98 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.75 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$621 Million0.28% of portfolio