Edge Financial Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Edge Financial Advisors LLC
- $114 Billion
- Q1 2024
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 36,277 shares of DFAC stock, worth $1.24 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
36,277Holding current value
$1.24 Million% of portfolio
1.04%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.83 Billion0.61% of portfolio
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Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
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Forum Financial Management, LP Lombard, IL37.3MShares$1.28 Billion24.81% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$605 Million0.29% of portfolio