Marotta Asset Management Dimensional ETF Tr U S Core Eq Transaction History
Marotta Asset Management
- $468 Million
- Q1 2025
A detailed history of Marotta Asset Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Marotta Asset Management holds 10,179 shares of DFAC stock, worth $333,871. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,179
Previous 10,179
-0.0%
Holding current value
$333,871
Previous $352,000
5.4%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,066Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.88 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.53 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.23 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.22 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$596 Million0.26% of portfolio