Fiduciary Financial Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Fiduciary Financial Group, LLC
- $553 Billion
- Q2 2025
A detailed history of Fiduciary Financial Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 676,493 shares of DFAC stock, worth $24.9 Million. This represents 4.41% of its overall portfolio holdings.
Number of Shares
676,493
Previous 634,751
6.58%
Holding current value
$24.9 Million
Previous $19.4 Billion
25.36%
% of portfolio
4.41%
Previous 4.23%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,118Shares Held
829MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.02 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.98 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$640 Million0.23% of portfolio