Ritholtz Wealth Management Dimensional ETF Tr U S Core Eq Transaction History

Ritholtz Wealth Management

$3.29 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 14, 2025	BUY	$33.92 - $36.6 $211,253 - $227,944	6,228 New	6,228 $215,000

Others Institutions Holding DFAC

# of Institutions

1,064

Shares Held

805M

Call Options Held

40K

Put Options Held

0

Envestnet Asset Management Inc

57.3M
Shares

$1.77 Billion
0.66% of portfolio
Mercer Global Advisors Inc Denver, CO

46.5M
Shares

$1.44 Billion
3.97% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.16 Billion
25.73% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.15 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

18.2M
Shares

$562 Million
0.26% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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