Belpointe Asset Management LLC Dimensional ETF Tr U S Core Eq Transaction History
Belpointe Asset Management LLC
- $2.14 Billion
- Q2 2025
A detailed history of Belpointe Asset Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Belpointe Asset Management LLC holds 7,129 shares of DFAC stock, worth $274,181. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,129
Previous 7,327
2.7%
Holding current value
$274,181
Previous $241,000
5.81%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
1,142Shares 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