Marotta Asset Management Dimensional ETF Tr U S Core Eq Transaction History
Marotta Asset Management
- $478 Million
- Q4 2024
A detailed history of Marotta Asset Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Marotta Asset Management holds 10,179 shares of DFAC stock, worth $365,833. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,179
Previous 10,179
-0.0%
Holding current value
$365,833
Previous $349,000
0.86%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
937Shares Held
746MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$638 Million0.28% of portfolio