Tru North Capital Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Tru North Capital Management, LLC
- $338 Billion
- Q3 2024
A detailed history of Tru North Capital Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Tru North Capital Management, LLC holds 30,026 shares of DFAC stock, worth $1.05 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
30,026
Previous 30,954
3.0%
Holding current value
$1.05 Million
Previous $998 Million
3.17%
% of portfolio
0.3%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.98 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.75 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$621 Million0.28% of portfolio