Meredith Wealth Planning Dimensional ETF Tr U S Core Eq Transaction History
Meredith Wealth Planning
- $275 Billion
- Q2 2025
A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Meredith Wealth Planning holds 23,580 shares of DFAC stock, worth $874,110. This represents 0.31% of its overall portfolio holdings.
Number of Shares
23,580Holding current value
$874,110% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,111Shares Held
820MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.99 Billion4.13% of portfolio
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Envestnet Asset Management Inc52.2MShares$1.94 Billion0.58% of portfolio
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Forum Financial Management, LP Lombard, IL37.8MShares$1.4 Billion23.61% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.38 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.4MShares$644 Million0.23% of portfolio