Keener Financial Planning LLC Dimensional ETF Tr U S Core Eq Transaction History
Keener Financial Planning LLC
- $153 Million
- Q3 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 24,530 shares of DFAC stock, worth $865,418. This represents 0.55% of its overall portfolio holdings.
Number of Shares
24,530
Previous 62,582
60.8%
Holding current value
$865,418
Previous $2.02 Million
58.3%
% of portfolio
0.55%
Previous 1.32%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$626 Million0.28% of portfolio