Steward Financial Group LLC Dimensional ETF Tr Transaction History
Steward Financial Group LLC
- $315 Million
- Q3 2023
A detailed history of Steward Financial Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Steward Financial Group LLC holds 6,189 shares of DFAX stock, worth $198,109. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,189
Previous 6,189
-0.0%
Holding current value
$198,109
Previous $144,000
3.47%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
667Shares Held
258MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Allworth Financial LP6.86MShares$220 Million0.98% of portfolio