Valued Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Valued Wealth Advisors LLC
- $216 Billion
- Q3 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 155,401 shares of DFAC stock, worth $6 Million. This represents 2.78% of its overall portfolio holdings.
Number of Shares
155,401
Previous 156,912
0.96%
Holding current value
$6 Million
Previous $5.62 Billion
6.58%
% of portfolio
2.78%
Previous 2.93%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
1,176Shares Held
809MCall 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