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
1,138Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.13 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.06 Billion0.6% of portfolio
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Forum Financial Management, LP Lombard, IL38.9MShares$1.46 Billion24.19% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.4 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.4MShares$656 Million0.22% of portfolio