Trajan Wealth LLC Dimensional ETF Tr U S Core Eq Transaction History
Trajan Wealth LLC
- $1.83 Trillion
- Q1 2025
A detailed history of Trajan Wealth LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Trajan Wealth LLC holds 627,731 shares of DFAC stock, worth $21.8 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
627,731
Previous 629,278
0.25%
Holding current value
$21.8 Million
Previous $21.8 Billion
4.86%
% of portfolio
1.13%
Previous 1.21%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio