Life Guide Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Life Guide Financial Advisors, LLC
- $233 Million
- Q3 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 541,117 shares of DFAC stock, worth $19 Million. This represents 7.96% of its overall portfolio holdings.
Number of Shares
541,117
Previous 499,437
8.35%
Holding current value
$19 Million
Previous $16.1 Million
15.24%
% of portfolio
7.96%
Previous 7.87%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
918Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.99 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.76 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$625 Million0.28% of portfolio