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

Focused Wealth Management, Inc

$906 Million
Q3 2025

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

1,155

Shares Held

841M

Call Options Held

36.6K

Put Options Held

7.1K

Mercer Global Advisors Inc Denver, CO

56.6M
Shares

$2.21 Billion
4.2% of portfolio
Envestnet Asset Management Inc

54.8M
Shares

$2.14 Billion
0.6% of portfolio
Forum Financial Management, LP Lombard, IL

40M
Shares

$1.56 Billion
23.99% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.46 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.4M
Shares

$680 Million
0.22% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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