Financial Security Advisor, Inc. Dimensional ETF Tr U S Core Eq Transaction History

Financial Security Advisor, Inc.

$394 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	BUY	$26.05 - $28.22 $867,517 - $939,782	33,302 New	33,302 $873 Million

Others Institutions Holding DFAC

# of Institutions

1,092

Shares Held

814M

Call Options Held

46.6K

Put Options Held

600

Mercer Global Advisors Inc Denver, CO

53.8M
Shares

$1.86 Billion
4.13% of portfolio
Envestnet Asset Management Inc

52.2M
Shares

$1.81 Billion
0.58% of portfolio
Forum Financial Management, LP Lombard, IL

37.8M
Shares

$1.31 Billion
23.61% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.29 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.4M
Shares

$602 Million
0.23% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
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