Fiduciary Family Office, LLC Dimensional ETF Tr U S Core Eq Transaction History

Fiduciary Family Office, LLC

$303 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 May 07, 2024	BUY	$24.91 - $29.38 $1.43 Million - $1.68 Million	57,351 New	57,351 $1.68 Billion

Others Institutions Holding DFAC

# of Institutions

921

Shares Held

741M

Call Options Held

76K

Put Options Held

0

Envestnet Asset Management Inc

56.6M
Shares

$1.97 Billion
0.64% of portfolio
Mercer Global Advisors Inc Denver, CO

50.1M
Shares

$1.74 Billion
3.76% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.31 Billion
24.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.3 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$618 Million
0.28% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
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