Shore Point Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Shore Point Advisors, LLC
- $179 Million
- Q4 2024
A detailed history of Shore Point Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Shore Point Advisors, LLC holds 18,833 shares of DFAC stock, worth $636,932. This represents 0.36% of its overall portfolio holdings.
Number of Shares
18,833
Previous 18,779
0.29%
Holding current value
$636,932
Previous $643,000
1.24%
% of portfolio
0.36%
Previous 0.36%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,057Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.94 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.57 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.27 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.26 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$614 Million0.26% of portfolio