Sowell Financial Services LLC Dimensional ETF Tr U S Core Eq Transaction History
Sowell Financial Services LLC
- $2.34 Billion
- Q2 2025
A detailed history of Sowell Financial Services LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Sowell Financial Services LLC holds 159,276 shares of DFAC stock, worth $5.86 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
159,276
Previous 161,276
1.24%
Holding current value
$5.86 Million
Previous $5.32 Million
7.29%
% of portfolio
0.24%
Previous 0.25%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
1,113Shares Held
822MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.98 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.92 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$638 Million0.23% of portfolio