Accel Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Accel Wealth Management
- $268 Million
- Q1 2025
A detailed history of Accel Wealth Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Accel Wealth Management holds 7,231 shares of DFAC stock, worth $226,547. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,231
Previous 7,258
0.37%
Holding current value
$226,547
Previous $251,000
5.58%
% of portfolio
0.09%
Previous 0.1%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
1,067Shares Held
804MCall 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
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Forum Financial Management, LP Lombard, IL37.6MShares$1.18 Billion25.73% of portfolio
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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