Stewardship Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Stewardship Advisors, LLC
- $347 Million
- Q1 2025
A detailed history of Stewardship Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Stewardship Advisors, LLC holds 30,654 shares of DFAC stock, worth $989,204. This represents 0.29% of its overall portfolio holdings.
Number of Shares
30,654
Previous 25,446
20.47%
Holding current value
$989,204
Previous $880,000
14.89%
% of portfolio
0.29%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,084Shares Held
797MCall 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, SC17.4MShares$560 Million0.23% of portfolio