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 $2.53 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
73,226
Previous 36,277
101.85%
Holding current value
$2.53 Million
Previous $1.18 Billion
113.18%
% of portfolio
2.23%
Previous 1.04%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
900Shares Held
725MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.95 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.65 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$610 Million0.29% of portfolio