Guardian Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Guardian Wealth Advisors, LLC
- $838 Million
- Q3 2024
A detailed history of Guardian Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 12,586 shares of DFAC stock, worth $444,663. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,586
Previous 12,552
0.27%
Holding current value
$444,663
Previous $404,000
6.68%
% of portfolio
0.05%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$627 Million0.28% of portfolio