Steward Financial Group LLC Dimensional ETF Tr Transaction History
Steward Financial Group LLC
- $315 Million
- Q3 2023
A detailed history of Steward Financial Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Steward Financial Group LLC holds 6,189 shares of DFAX stock, worth $153,363. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,189
Previous 6,189
-0.0%
Holding current value
$153,363
Previous $144,000
3.47%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$278 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$225 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$186 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$178 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$141 Million0.23% of portfolio