Assured Partners Investment Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Assured Partners Investment Advisors, LLC
- $449 Billion
- Q3 2025
A detailed history of Assured Partners Investment Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 255,182 shares of DFAC stock, worth $9.81 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
255,182
Previous 245,412
3.98%
Holding current value
$9.81 Million
Previous $8.8 Billion
11.9%
% of portfolio
2.19%
Previous 2.15%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,140Shares 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