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 $40,365. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,201
Previous 1,201
-0.0%
Holding current value
$40,365
Previous $27,000
7.41%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.8 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.6 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.25 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.25 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$593 Million0.29% of portfolio