Strategies Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Strategies Wealth Advisors, LLC
- $916 Billion
- Q2 2025
A detailed history of Strategies Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 7,661 shares of DFAC stock, worth $294,642. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,661
Previous 8,090
5.3%
Holding current value
$294,642
Previous $267 Million
2.88%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
1,151Shares Held
841MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.11 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.54 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$671 Million0.22% of portfolio