Lauterbach Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Lauterbach Financial Advisors, LLC
- $153 Million
- Q1 2025
A detailed history of Lauterbach Financial Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 1,267,864 shares of DFAC stock, worth $40.9 Million. This represents 27.26% of its overall portfolio holdings.
Number of Shares
1,267,864
Previous 1,283,881
1.25%
Holding current value
$40.9 Million
Previous $44.4 Million
5.84%
% of portfolio
27.26%
Previous 28.32%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
1,082Shares Held
802MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$560 Million0.23% of portfolio