Strategic Financial Concepts, LLC Dimensional ETF Tr U S Core Eq Transaction History
Strategic Financial Concepts, LLC
- $172 Billion
- Q2 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 166,475 shares of DFAC stock, worth $5.65 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
166,475
Previous 52,531
216.91%
Holding current value
$5.65 Million
Previous $1.68 Billion
5.56%
% of portfolio
0.92%
Previous 0.4%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.81 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.62 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.27 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$599 Million0.29% of portfolio