Blue Sky Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Blue Sky Wealth Advisors, LLC
- $687 Million
- Q2 2025
A detailed history of Blue Sky Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 163,179 shares of DFAC stock, worth $6.02 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
163,179
Previous 163,179
-0.0%
Holding current value
$6.02 Million
Previous $5.38 Million
8.64%
% of portfolio
0.85%
Previous 0.84%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
1,113Shares Held
820MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.98 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.93 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.38 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$640 Million0.23% of portfolio