Tci Wealth Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Tci Wealth Advisors, Inc.
- $1.15 Billion
- Q1 2025
A detailed history of Tci Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 2,057,834 shares of DFAC stock, worth $66 Million. This represents 5.88% of its overall portfolio holdings.
Number of Shares
2,057,834
Previous 2,001,392
2.82%
Holding current value
$66 Million
Previous $69.2 Million
1.97%
% of portfolio
5.88%
Previous 6.13%
Shares
16 transactions
Others Institutions Holding DFAC
# of Institutions
1,066Shares Held
805MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.84 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.49 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.21 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$583 Million0.26% of portfolio