United Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
United Wealth Management, LLC
- $344 Billion
- Q2 2025
A detailed history of United Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, United Wealth Management, LLC holds 3,509,007 shares of DFAC stock, worth $132 Million. This represents 36.51% of its overall portfolio holdings.
Number of Shares
3,509,007
Previous 3,435,982
2.13%
Holding current value
$132 Million
Previous $113 Billion
10.95%
% of portfolio
36.51%
Previous 35.5%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,131Shares Held
830MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.12 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.06 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.46 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.4 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$654 Million0.22% of portfolio