Beacon Financial Strategies Corp Dimensional ETF Tr U S Core Eq Transaction History
Beacon Financial Strategies Corp
- $159 Billion
- Q2 2025
A detailed history of Beacon Financial Strategies Corp transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Beacon Financial Strategies Corp holds 816,338 shares of DFAC stock, worth $31.7 Million. This represents 18.38% of its overall portfolio holdings.
Number of Shares
816,338
Previous 816,338
-0.0%
Holding current value
$31.7 Million
Previous $26.9 Billion
8.64%
% of portfolio
18.38%
Previous 18.16%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
1,135Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.19 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.13 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.51 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.45 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$677 Million0.22% of portfolio