Wealthspan Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History
Wealthspan Partners, LLC
- $222 Million
- Q2 2025
A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wealthspan Partners, LLC holds 84,303 shares of DFAC stock, worth $3.09 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
84,303
Previous 90,144
6.48%
Holding current value
$3.09 Million
Previous $2.97 Million
1.61%
% of portfolio
1.36%
Previous 1.45%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
1,114Shares Held
830MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.01 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.97 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$636 Million0.23% of portfolio