Northeast Planning Associates, Inc. / Nh / Dimensional ETF Tr U S Core Eq Transaction History
Northeast Planning Associates, Inc. / Nh /
- $96.6 Billion
- Q4 2024
A detailed history of Northeast Planning Associates, Inc. / Nh / transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Northeast Planning Associates, Inc. / Nh / holds 103,799 shares of DFAC stock, worth $3.48 Million. This represents 3.72% of its overall portfolio holdings.
Number of Shares
103,799Holding current value
$3.48 Million% of portfolio
3.72%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,064Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.92 Billion0.66% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.56 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.26 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.25 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$608 Million0.26% of portfolio