Mokosak Advisory Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Mokosak Advisory Group, LLC
- $382 Million
- Q3 2025
A detailed history of Mokosak Advisory Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mokosak Advisory Group, LLC holds 8,581 shares of DFAC stock, worth $330,025. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,581
Previous 8,557
0.28%
Holding current value
$330,025
Previous $306,000
7.84%
% of portfolio
0.09%
Previous 0.09%
Shares
18 transactions
Others Institutions Holding DFAC
# of Institutions
1,147Shares Held
839MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.11 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.5 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$671 Million0.22% of portfolio