M Holdings Securities, Inc. Dimensional ETF Tr U S Core Eq Transaction History
M Holdings Securities, Inc.
- $473 Million
- Q3 2025
A detailed history of M Holdings Securities, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, M Holdings Securities, Inc. holds 296,170 shares of DFAC stock, worth $11.4 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
296,170
Previous 295,357
0.28%
Holding current value
$11.4 Million
Previous $10.5 Million
8.34%
% of portfolio
2.41%
Previous 1.81%
Shares
15 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