Org Wealth Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History

Org Wealth Partners, LLC

$269 Million
Q3 2025

A detailed history of Org Wealth Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Org Wealth Partners, LLC holds 26 shares of DFAC stock, worth $1,004. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,004

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 24, 2025	BUY	$36.04 - $38.78 $937 - $1,008	26 New	26 $1,000

Others Institutions Holding DFAC

# of Institutions

1,175

Shares Held

811M

Call Options Held

10.4K

Put Options Held

20.1K

Mercer Global Advisors Inc Denver, CO

61.2M
Shares

$2.37 Billion
4.02% of portfolio
Forum Financial Management, LP Lombard, IL

40M
Shares

$1.55 Billion
23.99% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.44 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.5M
Shares

$676 Million
0.21% of portfolio
Apella Capital, LLC

13.5M
Shares

$522 Million
12.2% of portfolio

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About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Org Wealth Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History