Sheets Smith Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Sheets Smith Wealth Management
- $856 Million
- Q3 2025
A detailed history of Sheets Smith Wealth Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Sheets Smith Wealth Management holds 5,636 shares of DFAC stock, worth $217,662. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,636
Previous 5,620
0.28%
Holding current value
$217,662
Previous $201,000
7.96%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,160Shares Held
842MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$673 Million0.22% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO15.6MShares$601 Million7.94% of portfolio