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 $864,693. This represents 0.34% of its overall portfolio holdings.
Number of Shares
22,384
Previous 9,945
125.08%
Holding current value
$864,693
Previous $356,000
142.42%
% of portfolio
0.34%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,176Shares Held
809MCall 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, IL40MShares$1.55 Billion23.99% 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, LLC13.5MShares$522 Million12.2% of portfolio