Highland Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Highland Financial Advisors, LLC
- $289 Million
- Q4 2024
A detailed history of Highland Financial Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 14,254 shares of DFAC stock, worth $501,740. This represents 0.17% of its overall portfolio holdings.
Number of Shares
14,254
Previous 14,254
-0.0%
Holding current value
$501,740
Previous $489,000
0.82%
% of portfolio
0.17%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.02 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.64 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$639 Million0.26% of portfolio