Straight Path Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Straight Path Wealth Management
- $373 Million
- Q3 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 1,612,930 shares of DFAC stock, worth $62.3 Million. This represents 16.66% of its overall portfolio holdings.
Number of Shares
1,612,930
Previous 1,463,137
10.24%
Holding current value
$62.3 Million
Previous $52.4 Million
18.64%
% of portfolio
16.66%
Previous 20.03%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
1,177Shares Held
809MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% 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, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio