Mattern Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History
Mattern Wealth Management LLC
- $469 Million
- Q4 2025
A detailed history of Mattern Wealth Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mattern Wealth Management LLC holds 1,833,381 shares of DFAC stock, worth $70.8 Million. This represents 15.11% of its overall portfolio holdings.
Number of Shares
1,833,381
Previous 1,802,629
1.71%
Holding current value
$70.8 Million
Previous $69.5 Million
1.86%
% of portfolio
15.11%
Previous 15.24%
Shares
16 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