Safeguard Investment Advisory Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Safeguard Investment Advisory Group, LLC
- $364 Million
- Q4 2024
A detailed history of Safeguard Investment Advisory Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 2,574,471 shares of DFAC stock, worth $84.4 Million. This represents 24.49% of its overall portfolio holdings.
Number of Shares
2,574,471
Previous 2,533,101
1.63%
Holding current value
$84.4 Million
Previous $86.9 Million
2.55%
% of portfolio
24.49%
Previous 24.81%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,066Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.88 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.53 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.23 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.22 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$596 Million0.26% of portfolio