Discipline Wealth Solutions, LLC Dimensional ETF Tr U S Core Eq Transaction History

Discipline Wealth Solutions, LLC

  • $207 Million
  • Q4 2024

A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 875,071 shares of DFAC stock, worth $29.5 Million. This represents 14.65% of its overall portfolio holdings.

Number of Shares
875,071
Previous 788,628 10.96%
Holding current value
$29.5 Million
Previous $27 Million 11.96%
% of portfolio
14.65%
Previous 14.86%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 26, 2025
BUY
$33.92 - $36.6 $2.93 Million - $3.16 Million
86,443 Added 10.96%
875,071 $30.3 Million
Q3 2024

Nov 19, 2024
BUY
$31.05 - $34.29 $3.09 Million - $3.41 Million
99,436 Added 14.43%
788,628 $27 Million
Q2 2024

Aug 07, 2024
BUY
$30.09 - $32.37 $2.41 Million - $2.6 Million
80,212 Added 13.17%
689,192 $22.2 Million
Q1 2024

May 03, 2024
BUY
$28.62 - $31.95 $2.06 Million - $2.3 Million
72,100 Added 13.43%
608,980 $19.5 Million
Q4 2023

Feb 09, 2024
BUY
$24.91 - $29.38 $13.4 Million - $15.8 Million
536,880 New
536,880 $15.7 Million

Others Institutions Holding DFAC

# of Institutions
1,062
Shares Held
799M
Call Options Held
40K
Put Options Held
0
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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