Allium Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Allium Financial Advisors, LLC
- $136 Billion
- Q2 2025
A detailed history of Allium Financial Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Allium Financial Advisors, LLC holds 92,057 shares of DFAC stock, worth $3.61 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
92,057
Previous 92,057
-0.0%
Holding current value
$3.61 Million
Previous $3.04 Billion
8.64%
% of portfolio
2.42%
Previous 2.77%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,177Shares Held
804MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.4 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.57 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.46 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$687 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$531 Million12.2% of portfolio