Lri Investments, LLC Dimensional ETF Tr U S Core Eq Transaction History
Lri Investments, LLC
- $1.03 Trillion
- Q3 2024
A detailed history of Lri Investments, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Lri Investments, LLC holds 2,472,250 shares of DFAC stock, worth $87.2 Million. This represents 8.55% of its overall portfolio holdings.
Number of Shares
2,472,250
Previous 2,417,500
2.26%
Holding current value
$87.2 Million
Previous $77.9 Billion
13.05%
% of portfolio
8.55%
Previous 8.87%
Shares
4 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