Websterrogers Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Websterrogers Financial Advisors, LLC
- $327 Million
- Q3 2025
A detailed history of Websterrogers Financial Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 243,066 shares of DFAC stock, worth $9.39 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
243,066
Previous 246,866
1.54%
Holding current value
$9.39 Million
Previous $8.85 Million
5.97%
% of portfolio
2.87%
Previous 2.87%
Shares
18 transactions
Others Institutions Holding DFAC
# of Institutions
1,176Shares Held
809MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio