Olistico Wealth, LLC Dimensional ETF Tr U S Core Eq Transaction History
Olistico Wealth, LLC
- $189 Billion
- Q3 2025
A detailed history of Olistico Wealth, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Olistico Wealth, LLC holds 49,092 shares of DFAC stock, worth $1.9 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
49,092
Previous 49,437
0.7%
Holding current value
$1.9 Million
Previous $1.77 Billion
6.87%
% of portfolio
1.0%
Previous 0.98%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
1,176Shares Held
809MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio