Keystone Financial Group, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Keystone Financial Group, Inc.
- $124 Billion
- Q4 2024
A detailed history of Keystone Financial Group, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Keystone Financial Group, Inc. holds 102,377 shares of DFAC stock, worth $3.7 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
102,377Holding current value
$3.7 Million% of portfolio
2.87%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,053Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.07 Billion0.66% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.68 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.36 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$656 Million0.26% of portfolio