Arbor Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Arbor Wealth Advisors LLC
- $112 Billion
- Q1 2025
A detailed history of Arbor Wealth Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Arbor Wealth Advisors LLC holds 115,776 shares of DFAC stock, worth $3.58 Million. This represents 3.41% of its overall portfolio holdings.
Number of Shares
115,776
Previous 117,251
1.26%
Holding current value
$3.58 Million
Previous $4.06 Billion
5.83%
% of portfolio
3.41%
Previous 3.61%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,064Shares Held
805MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.77 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.44 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.16 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.15 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$562 Million0.26% of portfolio