Iams Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Iams Wealth Management, LLC
- $249 Billion
- Q3 2025
A detailed history of Iams Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Iams Wealth Management, LLC holds 9,646 shares of DFAC stock, worth $372,624. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,646
Previous 9,646
-0.0%
Holding current value
$372,624
Previous $346 Million
7.62%
% of portfolio
0.15%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,175Shares Held
811MCall 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, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio