Trajan Wealth LLC Dimensional ETF Tr U S Core Eq Transaction History
Trajan Wealth LLC
- $2.04 Trillion
- Q2 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 532,678 shares of DFAC stock, worth $20.7 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
532,678
Previous 627,731
15.14%
Holding current value
$20.7 Million
Previous $20.7 Billion
7.81%
% of portfolio
0.93%
Previous 1.13%
Shares
6 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