Valued Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Valued Wealth Advisors LLC
- $167 Billion
- Q1 2025
A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 160,711 shares of DFAC stock, worth $5.57 Million. This represents 3.18% of its overall portfolio holdings.
Number of Shares
160,711
Previous 161,878
0.72%
Holding current value
$5.57 Million
Previous $5.6 Billion
5.31%
% of portfolio
3.18%
Previous 3.51%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio