Lane & Associates LLC Dimensional ETF Tr U S Core Eq Transaction History
Lane & Associates LLC
- $187 Million
- Q4 2024
A detailed history of Lane & Associates LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Lane & Associates LLC holds 33,402 shares of DFAC stock, worth $1.17 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
33,402
Previous 30,757
8.6%
Holding current value
$1.17 Million
Previous $1.05 Billion
99.89%
% of portfolio
0.62%
Previous 0.57%
Shares
9 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