Mason Investment Advisory Services, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Mason Investment Advisory Services, Inc.
- $1.83 Trillion
- Q2 2025
A detailed history of Mason Investment Advisory Services, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 38,986 shares of DFAC stock, worth $1.43 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
38,986
Previous 38,869
0.3%
Holding current value
$1.43 Million
Previous $1.28 Billion
8.97%
% of portfolio
0.08%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
1,114Shares Held
825MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.01 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.97 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$636 Million0.23% of portfolio