Fiduciary Financial Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Fiduciary Financial Group, LLC
- $633 Billion
- Q3 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 713,164 shares of DFAC stock, worth $27.7 Million. This represents 4.35% of its overall portfolio holdings.
Number of Shares
713,164
Previous 676,493
5.42%
Holding current value
$27.7 Million
Previous $24.4 Billion
12.82%
% of portfolio
4.35%
Previous 4.41%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
1,138Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.2 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.13 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.51 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.45 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$677 Million0.22% of portfolio