Stratos Wealth Partners, Ltd. Dimensional ETF Tr U S Core Eq Transaction History
Stratos Wealth Partners, Ltd.
- $6.79 Billion
- Q3 2024
A detailed history of Stratos Wealth Partners, Ltd. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 346,624 shares of DFAC stock, worth $12.1 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
346,624
Previous 334,266
3.7%
Holding current value
$12.1 Million
Previous $10.8 Million
10.29%
% of portfolio
0.18%
Previous 0.18%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.98 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.75 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$621 Million0.28% of portfolio