Babb Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Babb Wealth Advisors LLC
- $135 Billion
- Q2 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 700,112 shares of DFAC stock, worth $26.9 Million. This represents 18.53% of its overall portfolio holdings.
Number of Shares
700,112
Previous 680,609
2.87%
Holding current value
$26.9 Million
Previous $22.5 Billion
11.75%
% of portfolio
18.53%
Previous 17.99%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,149Shares Held
841MCall 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, IL40MShares$1.54 Billion23.99% 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