Sovereign Financial Group, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Sovereign Financial Group, Inc.
- $514 Million
- Q3 2025
A detailed history of Sovereign Financial Group, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 5,293 shares of DFAC stock, worth $204,415. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,293
Previous 11,389
53.53%
Holding current value
$204,415
Previous $408,000
50.0%
% of portfolio
0.04%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,160Shares Held
842MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.12 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$673 Million0.22% of portfolio