Fsm Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Fsm Wealth Advisors, LLC
- $603 Million
- Q2 2025
A detailed history of Fsm Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 31,121 shares of DFAC stock, worth $1.15 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
31,121
Previous 30,325
2.62%
Holding current value
$1.15 Million
Previous $1 Million
11.5%
% of portfolio
0.19%
Previous 0.23%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
1,114Shares Held
830MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.02 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.98 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$640 Million0.23% of portfolio