Financial Insights, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Financial Insights, Inc.
- $255 Million
- Q4 2024
A detailed history of Financial Insights, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Financial Insights, Inc. holds 198,474 shares of DFAC stock, worth $6.57 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
198,474
Previous 236,351
16.03%
Holding current value
$6.57 Million
Previous $8.1 Million
15.26%
% of portfolio
2.69%
Previous 2.68%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
1,063Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.9 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.54 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.24 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.23 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$601 Million0.26% of portfolio