Safeguard Investment Advisory Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Safeguard Investment Advisory Group, LLC
- $401 Million
- Q3 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 2,294,491 shares of DFAC stock, worth $88.6 Million. This represents 22.05% of its overall portfolio holdings.
Number of Shares
2,294,491
Previous 2,486,567
7.72%
Holding current value
$88.6 Million
Previous $89.1 Million
0.7%
% of portfolio
22.05%
Previous 22.31%
Shares
18 transactions
Others Institutions Holding DFAC
# of Institutions
1,176Shares Held
810MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio