Kathleen S. Wright Associates Inc. Dimensional ETF Tr U S Core Eq Transaction History
Kathleen S. Wright Associates Inc.
- $256 Million
- Q3 2025
A detailed history of Kathleen S. Wright Associates Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 22,384 shares of DFAC stock, worth $860,888. This represents 0.34% of its overall portfolio holdings.
Number of Shares
22,384
Previous 9,945
125.08%
Holding current value
$860,888
Previous $356,000
142.42%
% of portfolio
0.34%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,140Shares Held
836MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.11 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.5 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$671 Million0.22% of portfolio