Beacon Financial Advisory LLC Dimensional ETF Tr U S Core Eq Transaction History
Beacon Financial Advisory LLC
- $270 Million
- Q3 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 21,830 shares of DFAC stock, worth $745,057. This represents 0.28% of its overall portfolio holdings.
Number of Shares
21,830
Previous 20,407
6.97%
Holding current value
$745,057
Previous $657,000
13.85%
% of portfolio
0.28%
Previous 0.26%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
898Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$603 Million0.29% of portfolio