Partners In Financial Planning Dimensional ETF Tr U S Core Eq Transaction History
Partners In Financial Planning
- $498 Billion
- Q1 2025
A detailed history of Partners In Financial Planning transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Partners In Financial Planning holds 20,685 shares of DFAC stock, worth $755,416. This represents 0.14% of its overall portfolio holdings.
Number of Shares
20,685
Previous 20,642
0.21%
Holding current value
$755,416
Previous $714 Million
4.43%
% of portfolio
0.14%
Previous 0.15%
Shares
16 transactions
Others Institutions Holding DFAC
# of Institutions
1,098Shares Held
816MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.96 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.91 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.38 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$634 Million0.23% of portfolio