Master'S Wealth Management Inc. Dimensional ETF Tr U S Core Eq Transaction History
Master'S Wealth Management Inc.
- $191 Billion
- Q1 2025
A detailed history of Master'S Wealth Management Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Master'S Wealth Management Inc. holds 1,650,556 shares of DFAC stock, worth $53.3 Million. This represents 28.58% of its overall portfolio holdings.
Number of Shares
1,650,556
Previous 1,625,844
1.52%
Holding current value
$53.3 Million
Previous $56.2 Billion
3.18%
% of portfolio
28.58%
Previous 30.03%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,078Shares Held
804MCall 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, SC18.2MShares$586 Million0.26% of portfolio