Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Di Nuzzo Private Wealth, Inc.
- $658 Million
- Q2 2025
A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 920,871 shares of DFAC stock, worth $33.6 Million. This represents 5.02% of its overall portfolio holdings.
Number of Shares
920,871
Previous 893,578
3.05%
Holding current value
$33.6 Million
Previous $29.5 Million
11.96%
% of portfolio
5.02%
Previous 4.78%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
1,114Shares Held
825MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.96 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.42 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$633 Million0.23% of portfolio