Waddell & Associates, LLC Dimensional ETF Tr U S Core Eq Transaction History
Waddell & Associates, LLC
- $927 Million
- Q2 2025
A detailed history of Waddell & Associates, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Waddell & Associates, LLC holds 7,840 shares of DFAC stock, worth $300,585. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,840
Previous 7,840
-0.0%
Holding current value
$300,585
Previous $258,000
8.53%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,135Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.17 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.1 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.49 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$668 Million0.22% of portfolio