Traphagen Investment Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Traphagen Investment Advisors LLC
- $764 Million
- Q1 2025
A detailed history of Traphagen Investment Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 15,754 shares of DFAC stock, worth $493,572. This represents 0.07% of its overall portfolio holdings.
Number of Shares
15,754
Previous 15,715
0.25%
Holding current value
$493,572
Previous $543,000
4.42%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,065Shares Held
805MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.79 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.46 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.18 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.17 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$569 Million0.26% of portfolio