Keener Financial Planning LLC Dimensional ETF Tr U S Core Eq Transaction History
Keener Financial Planning LLC
- $201 Million
- Q2 2025
A detailed history of Keener Financial Planning LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Keener Financial Planning LLC holds 62,582 shares of DFAC stock, worth $2.41 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
62,582
Previous 62,582
-0.0%
Holding current value
$2.41 Million
Previous $2.06 Million
8.62%
% of portfolio
1.12%
Previous 1.34%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,140Shares Held
837MCall 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