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

Forum Financial Management, LP

$6.44 Billion
Q3 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

1,153

Shares Held

842M

Call Options Held

36.6K

Put Options Held

7.1K

Mercer Global Advisors Inc Denver, CO

56.6M
Shares

$2.18 Billion
4.2% of portfolio
Envestnet Asset Management Inc

54.8M
Shares

$2.11 Billion
0.6% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.43 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.4M
Shares

$671 Million
0.22% of portfolio
Buckingham Strategic Partners Saint Louis, MO

15.6M
Shares

$598 Million
7.94% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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