Vsm Wealth Advisory, LLC Dimensional ETF Tr U S Core Eq Transaction History
Vsm Wealth Advisory, LLC
- $278 Billion
- Q1 2025
A detailed history of Vsm Wealth Advisory, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 181,466 shares of DFAC stock, worth $6.63 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
181,466
Previous 167,697
8.21%
Holding current value
$6.63 Million
Previous $5.8 Billion
3.21%
% of portfolio
2.15%
Previous 2.07%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,096Shares Held
815MCall 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