Straight Path Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Straight Path Wealth Management
- $262 Million
- Q2 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 1,463,137 shares of DFAC stock, worth $56.8 Million. This represents 20.03% of its overall portfolio holdings.
Number of Shares
1,463,137
Previous 1,326,055
10.34%
Holding current value
$56.8 Million
Previous $43.7 Million
19.87%
% of portfolio
20.03%
Previous 20.06%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
1,135Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.19 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.13 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.51 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.45 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$677 Million0.22% of portfolio