Mine & Arao Wealth Creation & Management, Llc. Dimensional ETF Tr U S Core Eq Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$218 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	BUY	$22.75 - $27.77 $318 - $388	14 Added 0.36%	3,854 $90,000
Q2 2021 Aug 09, 2021	BUY	$25.92 - $26.98 $99,532 - $103,603	3,840 New	3,840 $104,000

Others Institutions Holding DFAC

# of Institutions

1,000

Shares Held

773M

Call Options Held

76K

Put Options Held

Envestnet Asset Management Inc

56.6M
Shares

$2.01 Billion
0.64% of portfolio
Mercer Global Advisors Inc Denver, CO

50.1M
Shares

$1.78 Billion
3.76% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.34 Billion
24.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.33 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$631 Million
0.28% of portfolio

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