Benchmark Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Benchmark Wealth Management, LLC
- $224 Million
- Q2 2025
A detailed history of Benchmark Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 41,244 shares of DFAC stock, worth $1.59 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
41,244
Previous 31,269
31.9%
Holding current value
$1.59 Million
Previous $1.03 Million
44.2%
% of portfolio
0.66%
Previous 0.5%
Shares
2 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