Kiely Wealth Advisory Group, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Kiely Wealth Advisory Group, Inc.
- $158 Billion
- Q3 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 8,539 shares of DFAC stock, worth $293,058. This represents 0.19% of its overall portfolio holdings.
Number of Shares
8,539Holding current value
$293,058% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
925Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.94 Billion0.64% of portfolio
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Mercer Global Advisors Inc Denver, CO50.1MShares$1.72 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.29 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$609 Million0.28% of portfolio