Vance Wealth, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Vance Wealth, Inc.
- $261 Million
- Q1 2025
A detailed history of Vance Wealth, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Vance Wealth, Inc. holds 1,680,450 shares of DFAC stock, worth $61.9 Million. This represents 21.27% of its overall portfolio holdings.
Number of Shares
1,680,450
Previous 1,631,220
3.02%
Holding current value
$61.9 Million
Previous $56.4 Million
1.78%
% of portfolio
21.27%
Previous 21.92%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
1,118Shares Held
829MCall 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