Kpp Advisory Services LLC Dimensional ETF Tr U S Core Eq Transaction History
Kpp Advisory Services LLC
- $424 Billion
- Q4 2024
A detailed history of Kpp Advisory Services LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Kpp Advisory Services LLC holds 20,566 shares of DFAC stock, worth $739,347. This represents 0.17% of its overall portfolio holdings.
Number of Shares
20,566
Previous 20,139
2.12%
Holding current value
$739,347
Previous $691 Million
3.01%
% of portfolio
0.17%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,046Shares Held
796MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.06 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.67 Billion3.97% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Forum Financial Management, LP Lombard, IL36.8MShares$1.32 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$653 Million0.26% of portfolio