Sc&H Financial Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Sc&H Financial Advisors, Inc.
- $461 Million
- Q4 2024
A detailed history of Sc&H Financial Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 2,064,247 shares of DFAC stock, worth $71.2 Million. This represents 15.51% of its overall portfolio holdings.
Number of Shares
2,064,247
Previous 1,995,584
3.44%
Holding current value
$71.2 Million
Previous $68.4 Million
4.38%
% of portfolio
15.51%
Previous 15.32%
Shares
13 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