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

Sar Wealth Management Group, LLC

$175 Billion
Q3 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 20,526 shares of DFAC stock, worth $792,919. This represents 0.45% of its overall portfolio holdings.

Number of Shares

20,526

Previous 20,469 0.28%

Holding current value

$792,919

Previous $734 Million 7.92%

% of portfolio

0.45%

Previous 0.45%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$36.04 - $38.78 $2,054 - $2,210	57 Added 0.28%	20,526 $792 Million
Q2 2025 Jul 08, 2025	BUY	$29.12 - $35.84 $1,776 - $2,186	61 Added 0.3%	20,469 $734 Million
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

1,176

Shares Held

809M

Call Options Held

10.4K

Put Options Held

20.1K

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sar Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sar Wealth Management Group, LLC with notifications on news.

Account

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