Strategic Wealth Advisors Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Strategic Wealth Advisors Group, LLC
- $2.33 Billion
- Q3 2022
A detailed history of Strategic Wealth Advisors Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 526,619 shares of DFAC stock, worth $18.2 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
526,619
Previous 528,137
0.29%
Holding current value
$18.2 Million
Previous $12.5 Million
6.27%
% of portfolio
0.5%
Previous 0.53%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,056Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.98 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.6 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$627 Million0.26% of portfolio