Keener Financial Planning LLC Dimensional ETF Tr U S Core Eq Transaction History
Keener Financial Planning LLC
- $169 Million
- Q4 2024
A detailed history of Keener Financial Planning LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Keener Financial Planning LLC holds 62,582 shares of DFAC stock, worth $2.19 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
62,582
Previous 24,530
155.12%
Holding current value
$2.19 Million
Previous $841,000
157.31%
% of portfolio
1.28%
Previous 0.55%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.63 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$636 Million0.26% of portfolio