Safeguard Investment Advisory Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Safeguard Investment Advisory Group, LLC
- $399 Million
- Q2 2025
A detailed history of Safeguard Investment Advisory Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 2,486,567 shares of DFAC stock, worth $95.3 Million. This represents 22.31% of its overall portfolio holdings.
Number of Shares
2,486,567
Previous 2,562,041
2.95%
Holding current value
$95.3 Million
Previous $84.5 Million
5.44%
% of portfolio
22.31%
Previous 23.03%
Shares
17 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