Partners In Financial Planning Dimensional ETF Tr U S Core Eq Transaction History
Partners In Financial Planning
- $542 Billion
- Q2 2025
A detailed history of Partners In Financial Planning transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Partners In Financial Planning holds 21,001 shares of DFAC stock, worth $807,698. This represents 0.14% of its overall portfolio holdings.
Number of Shares
21,001
Previous 20,685
1.53%
Holding current value
$807,698
Previous $682 Million
10.29%
% of portfolio
0.14%
Previous 0.14%
Shares
17 transactions
Others Institutions Holding DFAC
# of Institutions
1,142Shares Held
837MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.11 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.5 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$671 Million0.22% of portfolio