Daner Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Daner Wealth Management, LLC
- $145 Billion
- Q2 2025
A detailed history of Daner Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Daner Wealth Management, LLC holds 467,831 shares of DFAC stock, worth $17.9 Million. This represents 12.03% of its overall portfolio holdings.
Number of Shares
467,831
Previous 507,031
7.73%
Holding current value
$17.9 Million
Previous $18.2 Billion
4.34%
% of portfolio
12.03%
Previous 13.38%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,140Shares Held
836MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.17 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.1 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.49 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$668 Million0.22% of portfolio