One Degree Advisors Inc Dimensional ETF Tr U S Core Eq Transaction History
One Degree Advisors Inc
- $237 Million
- Q3 2024
A detailed history of One Degree Advisors Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, One Degree Advisors Inc holds 1,237,047 shares of DFAC stock, worth $42.1 Million. This represents 17.83% of its overall portfolio holdings.
Number of Shares
1,237,047
Previous 1,186,460
4.26%
Holding current value
$42.1 Million
Previous $38.3 Million
10.57%
% of portfolio
17.83%
Previous 18.45%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
899Shares Held
716MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.62 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$600 Million0.29% of portfolio