Betterment LLC Dimensional ETF Tr U S Core Eq Transaction History
Betterment LLC
- $42.2 Billion
- Q1 2025
A detailed history of Betterment LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Betterment LLC holds 2,552,979 shares of DFAC stock, worth $88.5 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,552,979
Previous 2,270,295
12.45%
Holding current value
$88.5 Million
Previous $78.6 Million
7.22%
% of portfolio
0.2%
Previous 0.19%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio