Safeguard Investment Advisory Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Safeguard Investment Advisory Group, LLC
- $350 Million
- Q3 2024
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 2,533,101 shares of DFAC stock, worth $88.6 Million. This represents 24.81% of its overall portfolio holdings.
Number of Shares
2,533,101
Previous 2,431,341
4.19%
Holding current value
$88.6 Million
Previous $78.4 Million
10.81%
% of portfolio
24.81%
Previous 24.37%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.98 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.75 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$621 Million0.28% of portfolio