M Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
M Wealth Management, LLC
- $114 Billion
- Q3 2025
A detailed history of M Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, M Wealth Management, LLC holds 126,329 shares of DFAC stock, worth $4.88 Million. This represents 4.28% of its overall portfolio holdings.
Number of Shares
126,329
Previous 133,617
5.45%
Holding current value
$4.88 Million
Previous $4.79 Billion
1.75%
% of portfolio
4.28%
Previous 4.42%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,176Shares 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