Stratos Wealth Partners, Ltd. Dimensional ETF Tr U S Core Eq Transaction History
Stratos Wealth Partners, Ltd.
- $6.9 Billion
- Q4 2024
A detailed history of Stratos Wealth Partners, Ltd. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 313,568 shares of DFAC stock, worth $10.3 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
313,568
Previous 346,624
9.54%
Holding current value
$10.3 Million
Previous $11.9 Million
8.72%
% of portfolio
0.16%
Previous 0.18%
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