Sar Wealth Management Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Sar Wealth Management Group, LLC
- $151 Billion
- Q3 2024
A detailed history of Sar Wealth Management Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 20,299 shares of DFAC stock, worth $706,811. This represents 0.46% of its overall portfolio holdings.
Number of Shares
20,299
Previous 20,243
0.28%
Holding current value
$706,811
Previous $653 Million
6.65%
% of portfolio
0.46%
Previous 0.46%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.97 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.74 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$618 Million0.28% of portfolio