Stratos Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Stratos Wealth Advisors, LLC
- $2.13 Billion
- Q3 2024
A detailed history of Stratos Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Stratos Wealth Advisors, LLC holds 104,338 shares of DFAC stock, worth $3.75 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
104,338
Previous 101,662
2.63%
Holding current value
$3.75 Million
Previous $3.28 Million
9.15%
% of portfolio
0.17%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
909Shares Held
727MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.71 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$638 Million0.28% of portfolio