Lockerman Financial Group, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Lockerman Financial Group, Inc.
- $55.8 Million
- Q4 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 $482,472. This represents 0.84% of its overall portfolio holdings.
Number of Shares
13,526
Previous 13,526
-0.0%
Holding current value
$482,472
Previous $463,000
0.86%
% of portfolio
0.84%
Previous 0.83%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
967Shares Held
754MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.02 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$633 Million0.28% of portfolio