Investmark Advisory Group LLC Dimensional ETF Tr U S Core Eq Transaction History
Investmark Advisory Group LLC
- $213 Million
- Q4 2025
A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Investmark Advisory Group LLC holds 219,652 shares of DFAC stock, worth $8.49 Million. This represents 3.99% of its overall portfolio holdings.
Number of Shares
219,652
Previous 221,385
0.78%
Holding current value
$8.49 Million
Previous $8.54 Million
0.62%
% of portfolio
3.99%
Previous 3.99%
Shares
16 transactions
Others Institutions Holding DFAC
# of Institutions
1,195Shares Held
821MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL41.1MShares$1.59 Billion23.82% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.9MShares$538 Million11.36% of portfolio