Websterrogers Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Websterrogers Financial Advisors, LLC
- $288 Million
- Q1 2025
A detailed history of Websterrogers Financial Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 247,923 shares of DFAC stock, worth $7.65 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
247,923
Previous 273,392
9.32%
Holding current value
$7.65 Million
Previous $9.46 Million
14.04%
% of portfolio
2.83%
Previous 3.36%
Shares
16 transactions
Others Institutions Holding DFAC
# of Institutions
1,065Shares Held
805MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.77 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.43 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.16 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.15 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$561 Million0.26% of portfolio