Investment Advisory Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Investment Advisory Group, LLC
- $282 Million
- Q3 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 559,259 shares of DFAC stock, worth $20.3 Million. This represents 6.79% of its overall portfolio holdings.
Number of Shares
559,259
Previous 554,730
0.82%
Holding current value
$20.3 Million
Previous $17.9 Million
7.22%
% of portfolio
6.79%
Previous 7.03%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
919Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.06 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.82 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.37 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$645 Million0.28% of portfolio