Vested Financial Planning, LLC Dimensional ETF Tr U S Core Eq Transaction History
Vested Financial Planning, LLC
- $100 Billion
- Q1 2025
A detailed history of Vested Financial Planning, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Vested Financial Planning, LLC holds 1,040,633 shares of DFAC stock, worth $38 Million. This represents 34.31% of its overall portfolio holdings.
Number of Shares
1,040,633
Previous 1,099,986
5.4%
Holding current value
$38 Million
Previous $38 Billion
9.77%
% of portfolio
34.31%
Previous 36.04%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.96 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.91 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.38 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$634 Million0.23% of portfolio