Valued Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Valued Wealth Advisors LLC
- $192 Billion
- Q2 2025
A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 156,912 shares of DFAC stock, worth $5.78 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
156,912
Previous 160,711
2.36%
Holding current value
$5.78 Million
Previous $5.3 Billion
6.07%
% of portfolio
2.93%
Previous 3.18%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
1,118Shares Held
829MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.02 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.98 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$640 Million0.23% of portfolio