Better Wealth, LLC Dimensional ETF Tr U S Core Eq Transaction History
Better Wealth, LLC
- $324 Million
- Q1 2025
A detailed history of Better Wealth, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Better Wealth, LLC holds 2,738,803 shares of DFAC stock, worth $88.4 Million. This represents 27.88% of its overall portfolio holdings.
Number of Shares
2,738,803
Previous 2,848,350
3.85%
Holding current value
$88.4 Million
Previous $98.6 Million
8.32%
% of portfolio
27.88%
Previous 27.63%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
1,078Shares Held
804MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$586 Million0.26% of portfolio