Legacy Capital Wealth Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History
Legacy Capital Wealth Partners, LLC
- $463 Million
- Q3 2025
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 86,899 shares of DFAC stock, worth $3.36 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
86,899
Previous 81,408
6.75%
Holding current value
$3.36 Million
Previous $2.92 Million
14.88%
% of portfolio
0.72%
Previous 0.66%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,175Shares Held
809MCall 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