Mason Investment Advisory Services, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Mason Investment Advisory Services, Inc.
- $2.01 Trillion
- Q3 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 39,093 shares of DFAC stock, worth $1.51 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
39,093
Previous 38,986
0.27%
Holding current value
$1.51 Million
Previous $1.4 Billion
7.91%
% of portfolio
0.08%
Previous 0.08%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
1,176Shares Held
809MCall 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