Wallace Advisory Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Wallace Advisory Group, LLC
- $138 Billion
- Q2 2025
A detailed history of Wallace Advisory Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 9,603 shares of DFAC stock, worth $361,168. This represents 0.23% of its overall portfolio holdings.
Number of Shares
9,603
Previous 9,579
0.25%
Holding current value
$361,168
Previous $331 Million
4.39%
% of portfolio
0.23%
Previous 0.23%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
1,138Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.13 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.06 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.46 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.4 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$656 Million0.22% of portfolio