Wealth Architects, LLC Dimensional ETF Tr U S Core Eq Transaction History
Wealth Architects, LLC
- $906 Million
- Q2 2025
A detailed history of Wealth Architects, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wealth Architects, LLC holds 140,800 shares of DFAC stock, worth $5.22 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
140,800
Previous 134,620
4.59%
Holding current value
$5.22 Million
Previous $4.44 Million
13.62%
% of portfolio
0.56%
Previous 0.53%
Shares
17 transactions
Others Institutions Holding DFAC
# of Institutions
1,111Shares Held
820MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.99 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.94 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.4 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.38 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$644 Million0.23% of portfolio