Laurel Wealth Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Laurel Wealth Advisors, Inc.
- $1.01 Billion
- Q4 2022
A detailed history of Laurel Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 99,802 shares of DFAC stock, worth $3.83 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
99,802
Previous 96,725
3.18%
Holding current value
$3.83 Million
Previous $2.15 Million
12.65%
% of portfolio
0.24%
Previous 0.23%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
1,134Shares Held
834MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.17 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.1 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.49 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$668 Million0.22% of portfolio