Francis Financial, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Francis Financial, Inc.
- $353 Million
- Q2 2025
A detailed history of Francis Financial, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Francis Financial, Inc. holds 14,876 shares of DFAC stock, worth $580,461. This represents 0.15% of its overall portfolio holdings.
Number of Shares
14,876
Previous 14,876
-0.0%
Holding current value
$580,461
Previous $490,000
8.78%
% of portfolio
0.15%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,155Shares Held
841MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.21 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.14 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.56 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.46 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$680 Million0.22% of portfolio