Hfg Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Hfg Wealth Management, LLC
- $154 Billion
- Q4 2024
A detailed history of Hfg Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Hfg Wealth Management, LLC holds 71,210 shares of DFAC stock, worth $2.49 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
71,210
Previous 74,377
4.26%
Holding current value
$2.49 Million
Previous $2.4 Billion
1.83%
% of portfolio
1.58%
Previous 1.53%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,057Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.63 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$635 Million0.26% of portfolio