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 $39,765. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,201
Previous 1,201
-0.0%
Holding current value
$39,765
Previous $27,000
7.41%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,063Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.9 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.54 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.24 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.24 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$601 Million0.26% of portfolio