Merit Financial Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Merit Financial Group, LLC
- $8.37 Billion
- Q2 2025
A detailed history of Merit Financial Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Merit Financial Group, LLC holds 521,949 shares of DFAC stock, worth $19.6 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
521,949
Previous 531,998
1.89%
Holding current value
$19.6 Million
Previous $17.4 Million
7.2%
% of portfolio
0.22%
Previous 0.27%
Shares
17 transactions
Others Institutions Holding DFAC
# of Institutions
1,131Shares Held
830MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.12 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.06 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.46 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.4 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$654 Million0.22% of portfolio