Kiely Wealth Advisory Group, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Kiely Wealth Advisory Group, Inc.
- $155 Billion
- Q4 2024
A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 13,617 shares of DFAC stock, worth $479,318. This represents 0.31% of its overall portfolio holdings.
Number of Shares
13,617
Previous 8,539
59.47%
Holding current value
$479,318
Previous $308 Million
58.29%
% of portfolio
0.31%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.02 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.64 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$639 Million0.26% of portfolio