Kg&L Capital Management,Llc Dimensional ETF Tr U S Core Eq Transaction History
Kg&L Capital Management,Llc
- $302 Million
- Q4 2024
A detailed history of Kg&L Capital Management,Llc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Kg&L Capital Management,Llc holds 221,554 shares of DFAC stock, worth $7.8 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
221,554
Previous 300,000
26.15%
Holding current value
$7.8 Million
Previous $10.3 Million
25.49%
% of portfolio
2.53%
Previous 3.37%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.02 Billion0.66% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.64 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$639 Million0.26% of portfolio