Beacon Financial Advisory LLC Dimensional ETF Tr Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding DFAE
# of Institutions
541Shares Held
169MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$397 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$324 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$229 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$135 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$117 Million0.01% of portfolio