Obermeyer Wood Investment Counsel, Lllp Dimensional ETF Tr U S Core Eq Transaction History
Obermeyer Wood Investment Counsel, Lllp
- $1.86 Billion
- Q4 2024
A detailed history of Obermeyer Wood Investment Counsel, Lllp transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Obermeyer Wood Investment Counsel, Lllp holds 28,757 shares of DFAC stock, worth $955,595. This represents 0.05% of its overall portfolio holdings.
Number of Shares
28,757
Previous 48,608
40.84%
Holding current value
$955,595
Previous $1.67 Million
40.34%
% of portfolio
0.05%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,064Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.9 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.55 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.25 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.24 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$604 Million0.26% of portfolio