Optivise Advisory Services LLC Dimensional ETF Tr U S Core Eq Transaction History
Optivise Advisory Services LLC
- $190 Billion
- Q3 2024
A detailed history of Optivise Advisory Services LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Optivise Advisory Services LLC holds 6,585 shares of DFAC stock, worth $230,343. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,585Holding current value
$230,343% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.98 Billion0.64% of portfolio
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Mercer Global Advisors Inc Denver, CO50.1MShares$1.75 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$621 Million0.28% of portfolio