National Wealth Management Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
National Wealth Management Group, LLC
- $289 Billion
- Q4 2025
A detailed history of National Wealth Management Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, National Wealth Management Group, LLC holds 17,174 shares of DFAC stock, worth $663,431. This represents 0.24% of its overall portfolio holdings.
Number of Shares
17,174
Previous 17,158
0.09%
Holding current value
$663,431
Previous $662 Million
2.74%
% of portfolio
0.24%
Previous 0.25%
Shares
17 transactions
Others Institutions Holding DFAC
# of Institutions
1,175Shares Held
811MCall 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