Security Financial Services, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Security Financial Services, Inc.
- $480 Million
- Q3 2024
A detailed history of Security Financial Services, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Security Financial Services, Inc. holds 23,375 shares of DFAC stock, worth $824,670. This represents 0.17% of its overall portfolio holdings.
Number of Shares
23,375
Previous 23,448
0.31%
Holding current value
$824,670
Previous $755,000
6.09%
% of portfolio
0.17%
Previous 0.17%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$626 Million0.28% of portfolio