Steward Partners Investment Advisory, LLC Dimensional ETF Tr U S Core Eq Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 80,020 shares of DFAC stock, worth $2.83 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
80,020
Previous 54,777
46.08%
Holding current value
$2.83 Million
Previous $1.77 Million
55.32%
% of portfolio
0.03%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$627 Million0.28% of portfolio