Approach Retirement Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Approach Retirement Advisors, LLC
- $116 Billion
- Q4 2025
A detailed history of Approach Retirement Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Approach Retirement Advisors, LLC holds 506,806 shares of DFAC stock, worth $19.6 Million. This represents 17.29% of its overall portfolio holdings.
Number of Shares
506,806Holding current value
$19.6 Million% of portfolio
17.29%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,191Shares Held
819MCall 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, IL41.1MShares$1.59 Billion23.82% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
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Apella Capital, LLC13.9MShares$538 Million11.36% of portfolio