Schulz Wealth, Ltd. Dimensional ETF Tr U S Core Eq Transaction History
Schulz Wealth, Ltd.
- $134 Billion
- Q2 2025
A detailed history of Schulz Wealth, Ltd. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Schulz Wealth, Ltd. holds 795,734 shares of DFAC stock, worth $29.5 Million. This represents 21.32% of its overall portfolio holdings.
Number of Shares
795,734
Previous 735,098
8.25%
Holding current value
$29.5 Million
Previous $24.3 Billion
17.6%
% of portfolio
21.32%
Previous 18.49%
Shares
7 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