Strategic Wealth Advisors Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Strategic Wealth Advisors Group, LLC
- $2.33 Billion
- Q3 2022
A detailed history of Strategic Wealth Advisors Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 526,619 shares of DFAC stock, worth $18.3 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
526,619
Previous 528,137
0.29%
Holding current value
$18.3 Million
Previous $12.5 Million
6.27%
% of portfolio
0.5%
Previous 0.53%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.97 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.74 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$618 Million0.28% of portfolio