One Ascent Family Office, LLC Dimensional ETF Tr U S Core Eq Transaction History
One Ascent Family Office, LLC
- $107 Million
- Q1 2025
A detailed history of One Ascent Family Office, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, One Ascent Family Office, LLC holds 86,479 shares of DFAC stock, worth $2.79 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
86,479Holding current value
$2.79 Million% of portfolio
2.66%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,082Shares Held
802MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.4MShares$560 Million0.23% of portfolio