Straight Path Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Straight Path Wealth Management
- $218 Million
- Q1 2025
A detailed history of Straight Path Wealth Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Straight Path Wealth Management holds 1,326,055 shares of DFAC stock, worth $42.8 Million. This represents 20.06% of its overall portfolio holdings.
Number of Shares
1,326,055
Previous 1,244,368
6.56%
Holding current value
$42.8 Million
Previous $43.1 Million
1.6%
% of portfolio
20.06%
Previous 18.91%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
1,082Shares Held
802MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$586 Million0.26% of portfolio