Sheets Smith Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Sheets Smith Wealth Management
- $879 Million
- Q4 2025
A detailed history of Sheets Smith Wealth Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Sheets Smith Wealth Management holds 5,649 shares of DFAC stock, worth $218,220. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,649
Previous 5,636
0.23%
Holding current value
$218,220
Previous $217,000
0.46%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,185Shares Held
812MCall 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, LLC13.9MShares$538 Million11.36% of portfolio