Southern Wealth Management, LLP Dimensional ETF Tr U S Core Eq Transaction History
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
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Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
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Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
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Lpl Financial LLC Fort Mill, SC17.4MShares$566 Million0.3% of portfolio