Keystone Wealth Services, LLC Dimensional ETF Tr U S Core Eq Transaction History
Keystone Wealth Services, LLC
- $418 Million
- Q3 2025
A detailed history of Keystone Wealth Services, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 12,697 shares of DFAC stock, worth $490,485. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,697
Previous 12,697
-0.0%
Holding current value
$490,485
Previous $455,000
7.47%
% of portfolio
0.12%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,173Shares Held
812MCall 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