Valley Forge Investment Consultants Inc Adv Dimensional ETF Tr U S Core Eq Transaction History
Valley Forge Investment Consultants Inc Adv
- $280 Million
- Q1 2025
A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 68,560 shares of DFAC stock, worth $2.53 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
68,560
Previous 68,560
-0.0%
Holding current value
$2.53 Million
Previous $2.37 Million
4.68%
% of portfolio
0.81%
Previous 0.82%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,114Shares Held
830MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.02 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.98 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$640 Million0.23% of portfolio