Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $4.37 Billion
- Q2 2025
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 725,156 shares of DFAC stock, worth $26.9 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
725,156
Previous 734,756
1.31%
Holding current value
$26.9 Million
Previous $24.2 Million
7.22%
% of portfolio
0.59%
Previous 0.63%
Shares
17 transactions
Others Institutions Holding DFAC
# of Institutions
1,111Shares Held
820MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.99 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.94 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.4 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.38 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$644 Million0.23% of portfolio