Vested Financial Planning, LLC Dimensional ETF Tr U S Core Eq Transaction History
Vested Financial Planning, LLC
- $112 Billion
- Q2 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 957,555 shares of DFAC stock, worth $36.7 Million. This represents 30.53% of its overall portfolio holdings.
Number of Shares
957,555
Previous 1,040,633
7.98%
Holding current value
$36.7 Million
Previous $34.3 Billion
0.03%
% of portfolio
30.53%
Previous 34.31%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,134Shares Held
834MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.17 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.1 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.49 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$668 Million0.22% of portfolio