Sar Wealth Management Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Sar Wealth Management Group, LLC
- $182 Billion
- Q4 2025
A detailed history of Sar Wealth Management Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 20,573 shares of DFAC stock, worth $794,734. This represents 0.45% of its overall portfolio holdings.
Number of Shares
20,573
Previous 20,526
0.23%
Holding current value
$794,734
Previous $792 Million
2.88%
% of portfolio
0.45%
Previous 0.45%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
1,174Shares Held
811MCall 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