Beaumont Asset Management, L.L.C. Dimensional ETF Tr U S Core Eq Transaction History

Beaumont Asset Management, L.L.C.

$192 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 24, 2023	BUY	$24.18 - $26.58 $607,304 - $667,583	25,116 New	25,116 $639,000

Others Institutions Holding DFAC

# of Institutions

1,155

Shares Held

841M

Call Options Held

36.6K

Put Options Held

7.1K

Mercer Global Advisors Inc Denver, CO

56.6M
Shares

$2.21 Billion
4.2% of portfolio
Envestnet Asset Management Inc

54.8M
Shares

$2.14 Billion
0.6% of portfolio
Forum Financial Management, LP Lombard, IL

40M
Shares

$1.56 Billion
23.99% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.46 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.4M
Shares

$680 Million
0.22% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

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