Michael A. Dubis Financial Planning, LLC Dimensional ETF Tr U S Core Eq Transaction History
Michael A. Dubis Financial Planning, LLC
- $101 Million
- Q1 2025
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 34,921 shares of DFAC stock, worth $1.09 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
34,921
Previous 34,921
-0.0%
Holding current value
$1.09 Million
Previous $1.21 Million
5.22%
% of portfolio
1.13%
Previous 1.17%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,067Shares Held
804MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.79 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.46 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.18 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.17 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$569 Million0.26% of portfolio