Poinciana Advisors Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Poinciana Advisors Group, LLC
- $111 Billion
- Q2 2025
A detailed history of Poinciana Advisors Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 238,788 shares of DFAC stock, worth $9.16 Million. This represents 7.72% of its overall portfolio holdings.
Number of Shares
238,788
Previous 242,157
1.39%
Holding current value
$9.16 Million
Previous $7.99 Billion
7.13%
% of portfolio
7.72%
Previous 8.28%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,134Shares Held
834MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.17 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.1 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.49 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$668 Million0.22% of portfolio