Keystone Financial Group, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Keystone Financial Group, Inc.
- $142 Billion
- Q1 2025
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 117,469 shares of DFAC stock, worth $4.07 Million. This represents 2.7% of its overall portfolio holdings.
Number of Shares
117,469
Previous 102,377
14.74%
Holding current value
$4.07 Million
Previous $3.54 Billion
8.34%
% of portfolio
2.7%
Previous 2.87%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio