Global Wealth Strategies & Associates Dimensional ETF Tr U S Core Eq Transaction History
Global Wealth Strategies & Associates
- $349 Billion
- Q2 2025
A detailed history of Global Wealth Strategies & Associates transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 3,188 shares of DFAC stock, worth $117,445. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,188
Previous 2,115
50.73%
Holding current value
$117,445
Previous $69.8 Million
63.76%
% of portfolio
0.03%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
1,118Shares Held
829MCall 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