Prospect Financial Group LLC Dimensional ETF Tr U S Core Eq Transaction History
Prospect Financial Group LLC
- $81.3 Billion
- Q4 2024
A detailed history of Prospect Financial Group LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Prospect Financial Group LLC holds 131,932 shares of DFAC stock, worth $4.37 Million. This represents 5.61% of its overall portfolio holdings.
Number of Shares
131,932Holding current value
$4.37 Million% of portfolio
5.61%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,063Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.9 Billion0.66% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.54 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.24 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.23 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$601 Million0.26% of portfolio