Rialto Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Rialto Wealth Management, LLC
- $342 Million
- Q2 2025
A detailed history of Rialto Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 32,288 shares of DFAC stock, worth $1.24 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
32,288
Previous 32,324
0.11%
Holding current value
$1.24 Million
Previous $1.06 Million
9.15%
% of portfolio
0.34%
Previous 0.35%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,147Shares Held
839MCall 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, IL38.9MShares$1.5 Billion24.19% 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