Lockerman Financial Group, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Lockerman Financial Group, Inc.
- $61.7 Million
- Q1 2025
A detailed history of Lockerman Financial Group, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Lockerman Financial Group, Inc. holds 13,526 shares of DFAC stock, worth $417,412. This represents 0.72% of its overall portfolio holdings.
Number of Shares
13,526
Previous 13,526
-0.0%
Holding current value
$417,412
Previous $467,000
4.5%
% of portfolio
0.72%
Previous 0.84%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,065Shares Held
805MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.77 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.43 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.16 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.15 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$561 Million0.26% of portfolio