Investment Advisory Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Investment Advisory Group, LLC
- $291 Million
- Q4 2024
A detailed history of Investment Advisory Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Investment Advisory Group, LLC holds 560,569 shares of DFAC stock, worth $18.4 Million. This represents 6.66% of its overall portfolio holdings.
Number of Shares
560,569
Previous 559,259
0.23%
Holding current value
$18.4 Million
Previous $19.2 Million
1.14%
% of portfolio
6.66%
Previous 6.79%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
1,062Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.88 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.53 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.23 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.22 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$596 Million0.26% of portfolio