Sar Wealth Management Group, LLC Dimensional ETF Tr U S Core Eq Transaction History

Sar Wealth Management Group, LLC

$149 Billion
Q1 2025

A detailed history of Sar Wealth Management Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 20,408 shares of DFAC stock, worth $658,566. This represents 0.45% of its overall portfolio holdings.

Number of Shares

20,408

Previous 20,358 0.25%

Holding current value

$658,566

Previous $704 Million 4.39%

% of portfolio

0.45%

Previous 0.47%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$32.42 - $36.13 $1,621 - $1,806	50 Added 0.25%	20,408 $673 Million
Q4 2024 Jan 15, 2025	BUY	$33.92 - $36.6 $2,001 - $2,159	59 Added 0.29%	20,358 $704 Million
Q3 2024 Oct 17, 2024	BUY	$31.05 - $34.29 $1,738 - $1,920	56 Added 0.28%	20,299 $696 Million
Q2 2024 Jul 15, 2024	SELL	$30.09 - $32.37 $97,250 - $104,619	-3,232 Reduced 13.77%	20,243 $653 Million
Q1 2024 Apr 15, 2024	SELL	$28.62 - $31.95 $134,141 - $149,749	-4,687 Reduced 16.64%	23,475 $750 Million
Q4 2023 Feb 12, 2024	BUY	$24.91 - $29.38 $701,515 - $827,399	28,162 New	28,162 $823 Million

Others Institutions Holding DFAC

# of Institutions

1,080

Shares Held

804M

Call Options Held

40K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Sar Wealth Management Group, LLC Dimensional ETF Tr U S Core Eq Transaction History