Investmark Advisory Group LLC Dimensional ETF Tr U S Core Eq Transaction History
Investmark Advisory Group LLC
- $214 Million
- Q3 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 221,385 shares of DFAC stock, worth $8.64 Million. This represents 3.99% of its overall portfolio holdings.
Number of Shares
221,385
Previous 222,104
0.32%
Holding current value
$8.64 Million
Previous $7.96 Million
7.26%
% of portfolio
3.99%
Previous 3.97%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,155Shares Held
841MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.21 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.14 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.56 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.46 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$680 Million0.22% of portfolio