Hassell Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Hassell Wealth Management, LLC
- $234 Billion
- Q1 2025
A detailed history of Hassell Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Hassell Wealth Management, LLC holds 372,739 shares of DFAC stock, worth $12.9 Million. This represents 5.0% of its overall portfolio holdings.
Number of Shares
372,739
Previous 457,610
18.55%
Holding current value
$12.9 Million
Previous $16.4 Billion
28.57%
% of portfolio
5.0%
Previous 6.61%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio