Naples Global Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Naples Global Advisors, LLC
- $1.24 Billion
- Q3 2025
A detailed history of Naples Global Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Naples Global Advisors, LLC holds 6,666 shares of DFAC stock, worth $260,107. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,666
Previous 6,666
-0.0%
Holding current value
$260,107
Previous $238,000
7.98%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,155Shares Held
841MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.21 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.14 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.56 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.46 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$680 Million0.22% of portfolio