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 $526,024. This represents 0.31% of its overall portfolio holdings.
Number of Shares
13,617
Previous 8,539
59.47%
Holding current value
$526,024
Previous $308 Million
58.29%
% of portfolio
0.31%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,176Shares Held
809MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio