Kiely Wealth Advisory Group, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Kiely Wealth Advisory Group, Inc.
- $155 Billion
- Q4 2024
A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 13,617 shares of DFAC stock, worth $499,199. This represents 0.31% of its overall portfolio holdings.
Number of Shares
13,617
Previous 8,539
59.47%
Holding current value
$499,199
Previous $308 Million
58.29%
% of portfolio
0.31%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,113Shares Held
829MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.01 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.97 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$636 Million0.23% of portfolio