Financial Council Asset Management Inc Dimensional ETF Tr U S Core Eq Transaction History
Financial Council Asset Management Inc
- $185 Million
- Q1 2025
A detailed history of Financial Council Asset Management Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Financial Council Asset Management Inc holds 158,520 shares of DFAC stock, worth $5.12 Million. This represents 2.81% of its overall portfolio holdings.
Number of Shares
158,520
Previous 147,695
7.33%
Holding current value
$5.12 Million
Previous $5.11 Million
1.74%
% of portfolio
2.81%
Previous 2.64%
Shares
16 transactions
Others Institutions Holding DFAC
# of Institutions
1,078Shares Held
803MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.21 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$586 Million0.26% of portfolio