Berger Financial Group, Inc Dimensional ETF Tr U S Core Eq Transaction History
Berger Financial Group, Inc
- $1.22 Billion
- Q4 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 194,663 shares of DFAC stock, worth $6.28 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
194,663
Previous 5,929
3183.23%
Holding current value
$6.28 Million
Previous $203,000
3217.73%
% of portfolio
0.55%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,082Shares Held
802MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$586 Million0.26% of portfolio