Lockerman Financial Group, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Lockerman Financial Group, Inc.
- $55.9 Million
- Q3 2024
A detailed history of Lockerman Financial Group, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Lockerman Financial Group, Inc. holds 13,526 shares of DFAC stock, worth $461,642. This represents 0.83% of its overall portfolio holdings.
Number of Shares
13,526
Previous 14,358
5.79%
Holding current value
$461,642
Previous $462,000
0.22%
% of portfolio
0.83%
Previous 0.88%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
898Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$603 Million0.29% of portfolio