Beacon Financial Advisory LLC Dimensional ETF Tr U S Core Eq Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 2024
A detailed history of Beacon Financial Advisory LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 22,792 shares of DFAC stock, worth $816,409. This represents 0.28% of its overall portfolio holdings.
Number of Shares
22,792
Previous 21,830
4.41%
Holding current value
$816,409
Previous $748,000
5.35%
% of portfolio
0.28%
Previous 0.28%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
984Shares Held
761MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$636 Million0.28% of portfolio