Mokosak Advisory Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Mokosak Advisory Group, LLC
- $354 Million
- Q2 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 8,557 shares of DFAC stock, worth $313,699. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,557
Previous 8,531
0.3%
Holding current value
$313,699
Previous $281,000
8.9%
% of portfolio
0.09%
Previous 0.09%
Shares
17 transactions
Others Institutions Holding DFAC
# of Institutions
1,114Shares Held
825MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.01 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.97 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$636 Million0.23% of portfolio