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
- $3.85 Billion
- Q1 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 734,756 shares of DFAC stock, worth $25.5 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
734,756
Previous 754,475
2.61%
Holding current value
$25.5 Million
Previous $26.1 Million
7.14%
% of portfolio
0.63%
Previous 0.72%
Shares
16 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio