Savvy Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Savvy Advisors, Inc.
- $492 Billion
- Q3 2024
A detailed history of Savvy Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Savvy Advisors, Inc. holds 75,323 shares of DFAC stock, worth $2.65 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
75,323
Previous 16,437
358.25%
Holding current value
$2.65 Million
Previous $530 Million
387.39%
% of portfolio
0.52%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
918Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.99 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.76 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$625 Million0.28% of portfolio