Ifg Advisory, LLC Dimensional ETF Tr U S Core Eq Transaction History
Ifg Advisory, LLC
- $1.75 Billion
- Q4 2024
A detailed history of Ifg Advisory, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Ifg Advisory, LLC holds 936,061 shares of DFAC stock, worth $32.3 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
936,061
Previous 912,994
2.53%
Holding current value
$32.3 Million
Previous $31.3 Million
3.45%
% of portfolio
1.85%
Previous 2.03%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,056Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.98 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.6 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$627 Million0.26% of portfolio