Shotwell Rutter Baer Inc Dimensional ETF Tr U S Core Eq Transaction History
Shotwell Rutter Baer Inc
- $119 Billion
- Q4 2024
A detailed history of Shotwell Rutter Baer Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Shotwell Rutter Baer Inc holds 41,650 shares of DFAC stock, worth $1.38 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
41,650
Previous 41,773
0.29%
Holding current value
$1.38 Million
Previous $1.43 Billion
0.15%
% of portfolio
1.2%
Previous 1.18%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,064Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.9 Billion0.66% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.55 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.25 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.24 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$604 Million0.26% of portfolio