Omni 360 Wealth, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Omni 360 Wealth, Inc.
- $178 Billion
- Q3 2025
A detailed history of Omni 360 Wealth, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 31,130 shares of DFAC stock, worth $1.2 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
31,130
Previous 31,103
0.09%
Holding current value
$1.2 Million
Previous $1.11 Billion
7.71%
% of portfolio
0.67%
Previous 0.55%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,149Shares Held
841MCall 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, IL40MShares$1.54 Billion23.99% 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