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 $19.4 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
526,619
Previous 528,137
0.29%
Holding current value
$19.4 Million
Previous $12.5 Million
6.27%
% of portfolio
0.5%
Previous 0.53%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,113Shares Held
822MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.98 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.92 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$638 Million0.23% of portfolio