Kaufman Rossin Wealth, LLC Dimensional ETF Tr U S Core Eq Transaction History
Kaufman Rossin Wealth, LLC
- $192 Billion
- Q4 2025
A detailed history of Kaufman Rossin Wealth, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 168,990 shares of DFAC stock, worth $6.53 Million. This represents 3.48% of its overall portfolio holdings.
Number of Shares
168,990
Previous 170,721
1.01%
Holding current value
$6.53 Million
Previous $6.58 Billion
1.6%
% of portfolio
3.48%
Previous 3.6%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,175Shares Held
812MCall 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