Berger Financial Group, Inc Dimensional ETF Tr U S Core Eq Transaction History
Berger Financial Group, Inc
- $1.26 Billion
- Q2 2025
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 188,141 shares of DFAC stock, worth $7.3 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
188,141
Previous 184,465
1.99%
Holding current value
$7.3 Million
Previous $6.09 Million
10.8%
% of portfolio
0.53%
Previous 0.51%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,135Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.19 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.13 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.51 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.45 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$677 Million0.22% of portfolio