Destination Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Destination Wealth Management
- $3.3 Billion
- Q2 2025
A detailed history of Destination Wealth Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Destination Wealth Management holds 16,194 shares of DFAC stock, worth $625,412. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,194
Previous 16,194
-0.0%
Holding current value
$625,412
Previous $534,000
8.61%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,165Shares Held
802MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$673 Million0.22% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO15.6MShares$601 Million7.94% of portfolio