Lifeworks Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Lifeworks Advisors, LLC
- $720 Million
- Q3 2025
A detailed history of Lifeworks Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 37,364 shares of DFAC stock, worth $1.44 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
37,364
Previous 37,276
0.24%
Holding current value
$1.44 Million
Previous $1.34 Million
7.94%
% of portfolio
0.2%
Previous 0.21%
Shares
11 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