Copia Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Copia Wealth Management
- $119 Billion
- Q2 2025
A detailed history of Copia Wealth Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Copia Wealth Management holds 2,210 shares of DFAC stock, worth $81,018. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,210Holding current value
$81,018% of portfolio
0.07%Shares
1 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
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Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.4MShares$636 Million0.23% of portfolio