Mogy Joel R Investment Counsel Inc Dimensional ETF Tr U S Core Eq Transaction History
Mogy Joel R Investment Counsel Inc
- $1.81 Billion
- Q3 2025
A detailed history of Mogy Joel R Investment Counsel Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mogy Joel R Investment Counsel Inc holds 7,380 shares of DFAC stock, worth $285,089. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,380
Previous 7,380
-0.0%
Holding current value
$285,089
Previous $264,000
7.58%
% of portfolio
0.02%
Previous 0.02%
Shares
5 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