Plante Moran Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Plante Moran Financial Advisors, LLC
- $1.42 Billion
- Q2 2025
A detailed history of Plante Moran Financial Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 8,485 shares of DFAC stock, worth $331,084. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,485
Previous 8,485
-0.0%
Holding current value
$331,084
Previous $279,000
8.96%
% of portfolio
0.02%
Previous 0.02%
Shares
11 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