Forum Financial Management, LP Dimensional ETF Tr U S Core Eq Call Options Transaction History

Forum Financial Management, LP

$5.28 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

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
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
Buckingham Strategic Partners Saint Louis, MO

16.4M
Shares

$567 Million
8.79% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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