Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Shanker Valleau Wealth Advisors, Inc.
- $351 Million
- Q4 2025
A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 2,225,592 shares of DFAC stock, worth $86 Million. This represents 24.51% of its overall portfolio holdings.
Number of Shares
2,225,592
Previous 2,261,087
1.57%
Holding current value
$86 Million
Previous $87.2 Million
1.42%
% of portfolio
24.51%
Previous 23.6%
Shares
17 transactions
Others Institutions Holding DFAC
# of Institutions
1,192Shares Held
816MCall 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, IL41.1MShares$1.59 Billion23.82% 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, LLC13.9MShares$538 Million11.36% of portfolio