Savvy Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Savvy Advisors, Inc.
- $815 Million
- Q4 2024
A detailed history of Savvy Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Savvy Advisors, Inc. holds 61,356 shares of DFAC stock, worth $2.01 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
61,356
Previous 75,323
18.54%
Holding current value
$2.01 Million
Previous $2.58 Billion
99.92%
% of portfolio
0.26%
Previous 0.52%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,062Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.88 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.53 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.23 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.23 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$597 Million0.26% of portfolio