Valued Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Valued Wealth Advisors LLC
- $227 Billion
- Q4 2025
A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 154,748 shares of DFAC stock, worth $5.98 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
154,748
Previous 155,401
0.42%
Holding current value
$5.98 Million
Previous $5.99 Billion
2.21%
% of portfolio
2.69%
Previous 2.78%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
1,200Shares Held
822MCall 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