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 $291,785. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,042
Previous 9,016
0.29%
Holding current value
$291,785
Previous $309,000
0.97%
% of portfolio
0.06%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
1,083Shares Held
802MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$560 Million0.23% of portfolio