Regal Investment Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Regal Investment Advisors LLC
- $1.49 Billion
- Q2 2024
A detailed history of Regal Investment Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Regal Investment Advisors LLC holds 10,600 shares of DFAC stock, worth $379,904. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,600
Previous 10,600
-0.0%
Holding current value
$379,904
Previous $338,000
0.89%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
903Shares Held
728MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.71 Billion3.89% 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$636 Million0.28% of portfolio