Safeguard Investment Advisory Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Safeguard Investment Advisory Group, LLC
- $367 Million
- Q1 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 2,562,041 shares of DFAC stock, worth $93.6 Million. This represents 23.03% of its overall portfolio holdings.
Number of Shares
2,562,041
Previous 2,574,471
0.48%
Holding current value
$93.6 Million
Previous $89.1 Million
5.11%
% of portfolio
23.03%
Previous 24.49%
Shares
16 transactions
Others Institutions Holding DFAC
# of Institutions
1,095Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.96 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.91 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.38 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$634 Million0.23% of portfolio