S. R. Schill & Associates Dimensional ETF Tr U S Core Eq Transaction History
S. R. Schill & Associates
- $141 Million
- Q3 2024
A detailed history of S. R. Schill & Associates transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, S. R. Schill & Associates holds 23,628 shares of DFAC stock, worth $833,595. This represents 0.57% of its overall portfolio holdings.
Number of Shares
23,628
Previous 23,563
0.28%
Holding current value
$833,595
Previous $759,000
6.72%
% of portfolio
0.57%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$626 Million0.28% of portfolio