Hfg Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Hfg Wealth Management, LLC
- $157 Billion
- Q3 2024
A detailed history of Hfg Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Hfg Wealth Management, LLC holds 74,377 shares of DFAC stock, worth $2.62 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
74,377
Previous 74,377
-0.0%
Holding current value
$2.62 Million
Previous $2.4 Billion
-0.0%
% of portfolio
1.53%
Previous 1.53%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$626 Million0.28% of portfolio