Sc&H Financial Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Sc&H Financial Advisors, Inc.
- $468 Million
- Q1 2025
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 2,166,873 shares of DFAC stock, worth $67 Million. This represents 15.28% of its overall portfolio holdings.
Number of Shares
2,166,873
Previous 2,064,247
4.97%
Holding current value
$67 Million
Previous $71.4 Million
0.09%
% of portfolio
15.28%
Previous 15.51%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
1,064Shares Held
805MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.77 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.44 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.16 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.15 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$562 Million0.26% of portfolio