49 Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
49 Wealth Management, LLC
- $939 Billion
 - Q2 2025
 
A detailed history of 49 Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, 49 Wealth Management, LLC holds 69,251 shares of DFAC stock, worth $2.7 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
69,251
              Previous 69,044
              
        
           0.3%
        
      
          
        Holding current value
$2.7 Million
            Previous $2.28 Billion
            
        
           8.96%
        
      
          
        % of portfolio
0.26%
            Previous 0.27%
          
        Shares
	  2 transactions
	
  Others Institutions Holding DFAC
# of Institutions
1,158Shares Held
842MCall Options Held
36.6KPut Options Held
7.1K- 
    
      Mercer Global Advisors Inc Denver, CO56.6MShares$2.21 Billion4.2% of portfolio
 - 
    
      Envestnet Asset Management Inc54.8MShares$2.14 Billion0.6% of portfolio
 - 
    
      Forum Financial Management, LP Lombard, IL40MShares$1.56 Billion23.99% of portfolio
 - 
    
      Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.46 Billion13.39% of portfolio
 - 
    
      Lpl Financial LLC Fort Mill, SC17.4MShares$680 Million0.22% of portfolio