Edge Financial Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Edge Financial Advisors LLC
- $113 Billion
- Q3 2024
A detailed history of Edge Financial Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Edge Financial Advisors LLC holds 73,226 shares of DFAC stock, worth $2.62 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
73,226
Previous 36,277
101.85%
Holding current value
$2.62 Million
Previous $1.18 Billion
113.18%
% of portfolio
2.23%
Previous 1.04%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall 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
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$635 Million0.28% of portfolio