Stage Harbor Financial, LLC Dimensional ETF Tr U S Core Eq Transaction History
Stage Harbor Financial, LLC
- $118 Billion
- Q1 2025
A detailed history of Stage Harbor Financial, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Stage Harbor Financial, LLC holds 18,527 shares of DFAC stock, worth $597,866. This represents 0.52% of its overall portfolio holdings.
Number of Shares
18,527
Previous 18,035
2.73%
Holding current value
$597,866
Previous $624 Million
2.02%
% of portfolio
0.52%
Previous 0.54%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,078Shares Held
804MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$586 Million0.26% of portfolio