Magnus Financial Group LLC Dimensional ETF Tr U S Core Eq Transaction History
Magnus Financial Group LLC
- $1.01 Billion
- Q4 2024
A detailed history of Magnus Financial Group LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Magnus Financial Group LLC holds 15,772 shares of DFAC stock, worth $567,161. This represents 0.05% of its overall portfolio holdings.
Number of Shares
15,772
Previous 15,726
0.29%
Holding current value
$567,161
Previous $539,000
1.11%
% of portfolio
0.05%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
965Shares Held
750MCall 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$638 Million0.28% of portfolio