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 $20.8 Million. This represents 10.58% of its overall portfolio holdings.
Number of Shares
609,025
Previous 544,716
11.81%
Holding current value
$20.8 Million
Previous $18.8 Million
5.99%
% of portfolio
10.58%
Previous 8.12%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.84 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.78 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.29 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$594 Million0.23% of portfolio