Vested Financial Planning, LLC Dimensional ETF Tr U S Core Eq Transaction History
Vested Financial Planning, LLC
- $106 Billion
- Q4 2024
A detailed history of Vested Financial Planning, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Vested Financial Planning, LLC holds 1,099,986 shares of DFAC stock, worth $38.5 Million. This represents 36.04% of its overall portfolio holdings.
Number of Shares
1,099,986Holding current value
$38.5 Million% of portfolio
36.04%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,057Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2 Billion0.66% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.63 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$635 Million0.26% of portfolio