Focused Wealth Management, Inc Dimensional ETF Tr U S Core Eq Transaction History

Focused Wealth Management, Inc

$742 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 01, 2023	BUY	$26.05 - $28.22 $30,087 - $32,594	1,155 New	1,155 $30,000

Others Institutions Holding DFAC

# of Institutions

1,062

Shares Held

799M

Call Options Held

40K

Put Options Held

0

Envestnet Asset Management Inc

57.3M
Shares

$1.88 Billion
0.66% of portfolio
Mercer Global Advisors Inc Denver, CO

46.5M
Shares

$1.53 Billion
3.97% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.23 Billion
25.73% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.22 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

18.2M
Shares

$596 Million
0.26% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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