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

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$31.05 - $34.29 $22,604 - $24,963	-728 Reduced 6.46%	10,540 $361,000
Q2 2024 Jul 17, 2024	BUY	$30.09 - $32.37 $88,464 - $95,167	2,940 Added 35.3%	11,268 $363,000
Q4 2023 Jan 23, 2024	BUY	$24.91 - $29.38 $18,383 - $21,682	738 Added 9.72%	8,328 $243,000
Q3 2023 Oct 10, 2023	SELL	$26.05 - $28.22 $21,960 - $23,789	-843 Reduced 10.0%	7,590 $198,000
Q1 2023 Apr 13, 2023	BUY	$24.18 - $26.58 $203,909 - $224,149	8,433 New	8,433 $215,000

Others Institutions Holding DFAC

# of Institutions

1,046

Shares Held

796M

Call Options Held

76K

Put Options Held

Envestnet Asset Management Inc

57.3M
Shares

$2.06 Billion
0.66% of portfolio
Mercer Global Advisors Inc Denver, CO

46.5M
Shares

$1.67 Billion
3.97% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.34 Billion
13.39% of portfolio
Forum Financial Management, LP Lombard, IL

36.8M
Shares

$1.32 Billion
25.63% of portfolio
Lpl Financial LLC Fort Mill, SC

18.2M
Shares

$653 Million
0.26% of portfolio

View Full List

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