Dowling & Yahnke LLC Dimensional ETF Tr U S Core Eq Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
A detailed history of Dowling & Yahnke LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Dowling & Yahnke LLC holds 2,260,750 shares of DFAC stock, worth $74.2 Million. This represents 23.41% of its overall portfolio holdings.
Number of Shares
2,260,750
Previous 2,150,050
5.15%
Holding current value
$74.2 Million
Previous $50.1 Million
0.37%
% of portfolio
23.41%
Previous 2.36%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
1,062Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.88 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.53 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.23 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.23 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$597 Million0.26% of portfolio