Discipline Wealth Solutions, LLC Dimensional ETF Tr U S Core Eq Transaction History
Discipline Wealth Solutions, LLC
- $198 Million
- Q1 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 908,297 shares of DFAC stock, worth $31.1 Million. This represents 15.12% of its overall portfolio holdings.
Number of Shares
908,297
Previous 875,071
3.8%
Holding current value
$31.1 Million
Previous $30.3 Million
1.03%
% of portfolio
15.12%
Previous 14.65%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
1,091Shares Held
811MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.84 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.78 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.29 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$594 Million0.23% of portfolio