Fiduciary Financial Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Fiduciary Financial Group, LLC
- $459 Billion
- Q1 2025
A detailed history of Fiduciary Financial Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 634,751 shares of DFAC stock, worth $22 Million. This represents 4.23% of its overall portfolio holdings.
Number of Shares
634,751
Previous 599,856
5.82%
Holding current value
$22 Million
Previous $20.6 Billion
5.53%
% of portfolio
4.23%
Previous 4.48%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.87 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio