Inter Ocean Capital Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Inter Ocean Capital Group, LLC
- $4.03 Billion
- Q1 2024
A detailed history of Inter Ocean Capital Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Inter Ocean Capital Group, LLC holds 29,645 shares of DFAC stock, worth $1.07 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
29,645
Previous 27,139
9.23%
Holding current value
$1.07 Million
Previous $793,000
19.42%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
937Shares Held
746MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$638 Million0.28% of portfolio