Cedar Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Cedar Wealth Management, LLC
- $290 Million
- Q2 2025
A detailed history of Cedar Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cedar Wealth Management, LLC holds 302,298 shares of DFAC stock, worth $11.6 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
302,298
Previous 302,298
-0.0%
Holding current value
$11.6 Million
Previous $9.97 Million
8.64%
% of portfolio
3.74%
Previous 3.6%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,142Shares Held
837MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.11 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.5 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$671 Million0.22% of portfolio