A detailed history of Keener Financial Planning LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Keener Financial Planning LLC holds 24,530 shares of DFAC stock, worth $863,456. This represents 0.55% of its overall portfolio holdings.

Number of Shares
24,530
Previous 62,582 60.8%
Holding current value
$863,456
Previous $2.02 Million 58.3%
% of portfolio
0.55%
Previous 1.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$31.05 - $34.29 $1.18 Million - $1.3 Million
-38,052 Reduced 60.8%
24,530 $841,000
Q4 2023

Jan 26, 2024

BUY
$24.91 - $29.38 $1.56 Million - $1.84 Million
62,582 New
62,582 $1.83 Million

Others Institutions Holding DFAC

About DIMENSIONAL ETF TR U S CORE EQ


  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
Track This Portfolio

Track Keener Financial Planning LLC Portfolio

Follow Keener Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keener Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keener Financial Planning LLC with notifications on news.