Traub Capital Management LLC Dimensional ETF Tr U S Core Eq Transaction History
Traub Capital Management LLC
- $101 Billion
- Q3 2025
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,160Shares Held
842MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.4MShares$673 Million0.22% of portfolio
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Buckingham Strategic Partners Saint Louis, MO15.6MShares$601 Million7.94% of portfolio