Mendota Financial Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Mendota Financial Group, LLC
- $209 Billion
- Q3 2024
A detailed history of Mendota Financial Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mendota Financial Group, LLC holds 28,957 shares of DFAC stock, worth $1 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
28,957
Previous 41,836
30.78%
Holding current value
$1 Million
Previous $1.35 Billion
26.39%
% of portfolio
0.47%
Previous 0.72%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
900Shares Held
716MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.85 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.65 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$612 Million0.29% of portfolio