Red Lighthouse Investment Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Red Lighthouse Investment Management, LLC
- $253 Billion
- Q4 2024
A detailed history of Red Lighthouse Investment Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Red Lighthouse Investment Management, LLC holds 1,087,218 shares of DFAC stock, worth $37.5 Million. This represents 14.88% of its overall portfolio holdings.
Number of Shares
1,087,218
Previous 1,095,851
0.79%
Holding current value
$37.5 Million
Previous $37.6 Billion
0.08%
% of portfolio
14.88%
Previous 14.69%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
1,056Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.98 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.6 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$627 Million0.26% of portfolio