Wealthstream Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Wealthstream Advisors, Inc.
- $512 Million
- Q1 2025
A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 4,892,381 shares of DFAC stock, worth $170 Million. This represents 31.54% of its overall portfolio holdings.
Number of Shares
4,892,381
Previous 4,781,894
2.31%
Holding current value
$170 Million
Previous $165 Million
2.45%
% of portfolio
31.54%
Previous 31.89%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio