Householder Group Estate & Retirement Specialist, LLC Dimensional ETF Tr U S Core Eq Transaction History
Householder Group Estate & Retirement Specialist, LLC
- $134 Million
- Q4 2024
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,036Shares Held
794MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.04 Billion0.66% of portfolio
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Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 Billion3.76% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
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Forum Financial Management, LP Lombard, IL36.8MShares$1.31 Billion25.63% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$646 Million0.26% of portfolio