Frg Family Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Frg Family Wealth Advisors LLC
- $500 Million
- Q1 2025
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 9,064 shares of DFAC stock, worth $319,506. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,064
Previous 9,042
0.24%
Holding current value
$319,506
Previous $312,000
4.17%
% of portfolio
0.06%
Previous 0.06%
Shares
10 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$1.9 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.84 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.33 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$612 Million0.23% of portfolio