Life Guide Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Life Guide Financial Advisors, LLC
- $189 Million
- Q1 2025
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 609,025 shares of DFAC stock, worth $20 Million. This represents 10.58% of its overall portfolio holdings.
Number of Shares
609,025
Previous 544,716
11.81%
Holding current value
$20 Million
Previous $18.8 Million
5.99%
% of portfolio
10.58%
Previous 8.12%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
1,065Shares Held
801MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.88 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.53 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.23 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.22 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$596 Million0.26% of portfolio