Poinciana Advisors Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Poinciana Advisors Group, LLC
- $96.5 Billion
- Q1 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 242,157 shares of DFAC stock, worth $8.65 Million. This represents 8.28% of its overall portfolio holdings.
Number of Shares
242,157
Previous 245,212
1.25%
Holding current value
$8.65 Million
Previous $8.48 Billion
5.81%
% of portfolio
8.28%
Previous 8.6%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.92 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.86 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.35 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$620 Million0.23% of portfolio