Up Strategic Wealth Investment Advisors LLC Dimensional ETF Tr Core Fxd In Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $66 Billion
  • Q2 2024

A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 78,532 shares of DFCF stock, worth $3.3 Million. This represents 4.94% of its overall portfolio holdings.

Number of Shares
78,532
Previous 72,231 8.72%
Holding current value
$3.3 Million
Previous $3.03 Billion 7.66%
% of portfolio
4.94%
Previous 4.96%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$40.79 - $41.97 $257,017 - $264,452
6,301 Added 8.72%
78,532 $3.26 Billion
Q1 2024

May 15, 2024
BUY
$41.54 - $42.6 $67,668 - $69,395
1,629 Added 2.31%
72,231 $3.03 Billion
Q4 2023

Feb 13, 2024
BUY
$39.52 - $42.54 $2.79 Million - $3 Million
70,602 New
70,602 $2.99 Billion

Others Institutions Holding DFCF

# of Institutions
324
Shares Held
91.3M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

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