Steward Financial Group LLC Dimensional ETF Tr U S Core Eq Transaction History
Steward Financial Group LLC
- $315 Million
- Q3 2023
A detailed history of Steward Financial Group LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Steward Financial Group LLC holds 2,926,718 shares of DFAC stock, worth $100 Million. This represents 24.32% of its overall portfolio holdings.
Number of Shares
2,926,718
Previous 2,860,837
2.3%
Holding current value
$100 Million
Previous $77.7 Million
1.28%
% of portfolio
24.32%
Previous 24.82%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.83 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.28 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$604 Million0.29% of portfolio