Edge Financial Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Edge Financial Advisors LLC
- $158 Billion
- Q1 2025
A detailed history of Edge Financial Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Edge Financial Advisors LLC holds 42,800 shares of DFAC stock, worth $1.38 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
42,800
Previous 120,121
64.37%
Holding current value
$1.38 Million
Previous $4.15 Billion
66.02%
% of portfolio
0.89%
Previous 3.71%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,078Shares Held
804MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$586 Million0.26% of portfolio