Life Guide Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Life Guide Financial Advisors, LLC
- $232 Million
- Q4 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 544,716 shares of DFAC stock, worth $19.5 Million. This represents 8.12% of its overall portfolio holdings.
Number of Shares
544,716
Previous 541,117
0.67%
Holding current value
$19.5 Million
Previous $18.6 Million
1.58%
% of portfolio
8.12%
Previous 7.96%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
951Shares Held
751MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$636 Million0.28% of portfolio