Nicolet Advisory Services, LLC Dimensional ETF Tr U S Core Eq Transaction History
Nicolet Advisory Services, LLC
- $1.08 Billion
- Q4 2024
A detailed history of Nicolet Advisory Services, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Nicolet Advisory Services, LLC holds 118,009 shares of DFAC stock, worth $4.13 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
118,009
Previous 118,405
0.33%
Holding current value
$4.13 Million
Previous $4.06 Million
0.57%
% of portfolio
0.38%
Previous 0.39%
Shares
15 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