Berger Financial Group, Inc Dimensional ETF Tr U S Core Eq Transaction History
Berger Financial Group, Inc
- $1.18 Billion
- Q3 2024
A detailed history of Berger Financial Group, Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Berger Financial Group, Inc holds 5,929 shares of DFAC stock, worth $204,906. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,929Holding current value
$204,906% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.96 Billion0.64% of portfolio
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Mercer Global Advisors Inc Denver, CO50.1MShares$1.73 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$613 Million0.28% of portfolio