Financial Security Advisor, Inc. Dimensional ETF Tr U S Core Eq Transaction History

Financial Security Advisor, Inc.

$394 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	BUY	$26.05 - $28.22 $867,517 - $939,782	33,302 New	33,302 $873 Million

Others Institutions Holding DFAC

# of Institutions

1,036

Shares Held

794M

Call Options Held

76K

Put Options Held

0

Envestnet Asset Management Inc

57.3M
Shares

$2.04 Billion
0.66% of portfolio
Mercer Global Advisors Inc Denver, CO

50.1M
Shares

$1.78 Billion
3.76% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.33 Billion
13.39% of portfolio
Forum Financial Management, LP Lombard, IL

36.8M
Shares

$1.31 Billion
25.63% of portfolio
Lpl Financial LLC Fort Mill, SC

18.2M
Shares

$646 Million
0.26% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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