Omni 360 Wealth, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Omni 360 Wealth, Inc.
- $203 Billion
- Q2 2025
A detailed history of Omni 360 Wealth, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 31,103 shares of DFAC stock, worth $1.15 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
31,103
Previous 31,103
-0.0%
Holding current value
$1.15 Million
Previous $1.03 Billion
8.64%
% of portfolio
0.55%
Previous 0.6%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,111Shares Held
820MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.99 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.94 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.4 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.38 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$644 Million0.23% of portfolio