Sargent Bickham Lagudis LLC Dimensional ETF Tr U S Core Eq Transaction History
Sargent Bickham Lagudis LLC
- $1.22 Billion
- Q4 2022
A detailed history of Sargent Bickham Lagudis LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Sargent Bickham Lagudis LLC holds 1,201 shares of DFAC stock, worth $42,683. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,201
Previous 1,201
-0.0%
Holding current value
$42,683
Previous $27,000
7.41%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
920Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.01 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$631 Million0.28% of portfolio