Mbm Wealth Consultants, LLC Dimensional ETF Tr U S Core Eq Transaction History
Mbm Wealth Consultants, LLC
- $358 Million
- Q2 2025
A detailed history of Mbm Wealth Consultants, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 6,940 shares of DFAC stock, worth $269,619. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,940
Previous 6,940
-0.0%
Holding current value
$269,619
Previous $228,000
8.77%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,136Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.2 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.13 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.51 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.45 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$677 Million0.22% of portfolio