Diversify Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Diversify Wealth Management, LLC
- $1.73 Trillion
- Q3 2025
A detailed history of Diversify Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 388,114 shares of DFAC stock, worth $15 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
388,114
Previous 398,834
2.69%
Holding current value
$15 Million
Previous $14.9 Billion
1.88%
% of portfolio
0.87%
Previous 0.92%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
1,176Shares Held
809MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% 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, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio