West Hill Financial Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
West Hill Financial Advisors, Inc.
- $445 Million
- Q3 2024
A detailed history of West Hill Financial Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 87,118 shares of DFAC stock, worth $3.05 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
87,118
Previous 87,118
-0.0%
Holding current value
$3.05 Million
Previous $2.81 Million
6.37%
% of portfolio
0.67%
Previous 0.68%
Shares
4 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