Trek Financial, LLC Dimensional ETF Tr U S Core Eq Transaction History
Trek Financial, LLC
- $1.54 Billion
- Q3 2025
A detailed history of Trek Financial, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Trek Financial, LLC holds 10,273 shares of DFAC stock, worth $396,845. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,273
Previous 10,299
0.25%
Holding current value
$396,845
Previous $369,000
7.32%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,174Shares Held
811MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio