Frg Family Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Frg Family Wealth Advisors LLC
- $533 Million
- Q4 2024
A detailed history of Frg Family Wealth Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Frg Family Wealth Advisors LLC holds 9,042 shares of DFAC stock, worth $296,577. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,042
Previous 9,016
0.29%
Holding current value
$296,577
Previous $309,000
0.97%
% of portfolio
0.06%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
1,065Shares Held
801MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.88 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.53 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.23 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.22 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$596 Million0.26% of portfolio