Vested Financial Planning, LLC Dimensional ETF Tr U S Core Eq Transaction History
Vested Financial Planning, LLC
- $123 Billion
- Q3 2025
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 975,948 shares of DFAC stock, worth $37.7 Million. This represents 30.53% of its overall portfolio holdings.
Number of Shares
975,948
Previous 957,555
1.92%
Holding current value
$37.7 Million
Previous $34.3 Billion
9.68%
% of portfolio
30.53%
Previous 30.53%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,176Shares Held
809MCall 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, LLC13.5MShares$522 Million12.2% of portfolio