Fiduciary Financial Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Fiduciary Financial Group, LLC
- $435 Billion
- Q3 2024
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 582,067 shares of DFAC stock, worth $20.4 Million. This represents 4.57% of its overall portfolio holdings.
Number of Shares
582,067
Previous 524,427
10.99%
Holding current value
$20.4 Million
Previous $17.8 Billion
12.11%
% of portfolio
4.57%
Previous 4.29%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.98 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.75 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$621 Million0.28% of portfolio