Von Borstel & Associates, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Von Borstel & Associates, Inc.
- $255 Million
- Q4 2024
A detailed history of Von Borstel & Associates, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Von Borstel & Associates, Inc. holds 2,277,491 shares of DFAC stock, worth $76.3 Million. This represents 30.84% of its overall portfolio holdings.
Number of Shares
2,277,491
Previous 1,586,959
43.51%
Holding current value
$76.3 Million
Previous $54.4 Million
44.77%
% of portfolio
30.84%
Previous 30.82%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,063Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.92 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.56 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.26 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.25 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$608 Million0.26% of portfolio