Sowell Financial Services LLC Dimensional ETF Tr U S Core Eq Transaction History
Sowell Financial Services LLC
- $2.56 Billion
- Q4 2025
A detailed history of Sowell Financial Services LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Sowell Financial Services LLC holds 156,910 shares of DFAC stock, worth $6.06 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
156,910
Previous 159,276
1.49%
Holding current value
$6.06 Million
Previous $6.14 Million
1.33%
% of portfolio
0.24%
Previous 0.25%
Shares
15 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