Life Guide Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Life Guide Financial Advisors, LLC
- $205 Million
- Q2 2024
A detailed history of Life Guide Financial Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Life Guide Financial Advisors, LLC holds 499,437 shares of DFAC stock, worth $16.4 Million. This represents 7.87% of its overall portfolio holdings.
Number of Shares
499,437
Previous 499,340
0.02%
Holding current value
$16.4 Million
Previous $16 Million
0.93%
% of portfolio
7.87%
Previous 8.06%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.75 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.56 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.23 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.22 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$579 Million0.29% of portfolio