Blue Chip Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Blue Chip Wealth Advisors LLC
- $225 Billion
- Q2 2025
A detailed history of Blue Chip Wealth Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 5,811 shares of DFAC stock, worth $213,031. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,811
Previous 6,561
11.43%
Holding current value
$213,031
Previous $216 Million
3.78%
% of portfolio
0.09%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,113Shares Held
829MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.01 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.97 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$636 Million0.23% of portfolio