Gibson Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History

Gibson Wealth Advisors LLC

$107 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 22, 2022	SELL	$22.24 - $26.54 $4,648 - $5,546	-209 Closed	0 $0
Q4 2021 Feb 16, 2022	BUY	$26.63 - $29.09 $5,565 - $6,079	209 New	209 $6,000

Others Institutions Holding DFAC

# of Institutions

898

Shares Held

721M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

53.4M
Shares

$1.82 Billion
0.61% of portfolio
Mercer Global Advisors Inc Denver, CO

47.7M
Shares

$1.63 Billion
3.89% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.28 Billion
24.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.27 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$603 Million
0.29% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
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