Keystone Financial Group, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Keystone Financial Group, Inc.
- $157 Billion
- Q2 2025
A detailed history of Keystone Financial Group, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Keystone Financial Group, Inc. holds 120,015 shares of DFAC stock, worth $4.42 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
120,015
Previous 117,469
2.17%
Holding current value
$4.42 Million
Previous $3.84 Billion
14.27%
% of portfolio
2.79%
Previous 2.7%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,118Shares Held
829MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.02 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.98 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$640 Million0.23% of portfolio