Better Wealth, LLC Dimensional ETF Tr U S Core Eq Transaction History
Better Wealth, LLC
- $355 Million
- Q2 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 2,816,105 shares of DFAC stock, worth $104 Million. This represents 28.39% of its overall portfolio holdings.
Number of Shares
2,816,105
Previous 2,738,803
2.82%
Holding current value
$104 Million
Previous $90.4 Million
11.71%
% of portfolio
28.39%
Previous 27.88%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,118Shares Held
829MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.02 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.98 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$640 Million0.23% of portfolio