Jp Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History

Jp Wealth Management, Inc.

  • $134 Billion
  • Q2 2025

A detailed history of Jp Wealth Management, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Jp Wealth Management, Inc. holds 843,018 shares of DFAC stock, worth $31.6 Million. This represents 22.6% of its overall portfolio holdings.

Number of Shares
843,018
Previous 856,169 1.54%
Holding current value
$31.6 Million
Previous $28.2 Billion 6.97%
% of portfolio
22.6%
Previous 22.76%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$29.12 - $35.84 $382,957 - $471,331
-13,151 Reduced 1.54%
843,018 $30.2 Billion
Q1 2025

Apr 18, 2025
BUY
$32.42 - $36.13 $560,120 - $624,218
17,277 Added 2.06%
856,169 $28.2 Billion
Q4 2024

Jan 24, 2025
BUY
$33.92 - $36.6 $28.5 Million - $30.7 Million
838,892 New
838,892 $29 Billion

Others Institutions Holding DFAC

# of Institutions
1,132
Shares Held
830M
Call Options Held
36.6K
Put Options Held
7.1K
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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