Babb Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Babb Wealth Advisors LLC
- $125 Billion
- Q1 2025
A detailed history of Babb Wealth Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Babb Wealth Advisors LLC holds 680,609 shares of DFAC stock, worth $25.2 Million. This represents 17.99% of its overall portfolio holdings.
Number of Shares
680,609
Previous 682,399
0.26%
Holding current value
$25.2 Million
Previous $23.6 Billion
4.88%
% of portfolio
17.99%
Previous 19.02%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,111Shares Held
820MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.99 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.94 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.4 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.38 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$644 Million0.23% of portfolio