Wr Wealth Planners, LLC Dimensional ETF Tr U S Core Eq Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 10,823 shares of DFAC stock, worth $369,388. This represents 0.11% of its overall portfolio holdings.

Number of Shares

10,823

Previous 10,734 0.83%

Holding current value

$369,388

Previous $346,000 7.23%

% of portfolio

0.11%

Previous 0.11%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$31.05 - $34.29 $2,763 - $3,051	89 Added 0.83%	10,823 $371,000
Q2 2024 Jul 31, 2024	SELL	$30.09 - $32.37 $14,142 - $15,213	-470 Reduced 4.19%	10,734 $346,000
Q1 2024 Jul 31, 2024	SELL	$28.62 - $31.95 $85,688 - $95,658	-2,994 Reduced 21.09%	11,204 $357,000
Q4 2023 Jul 30, 2024	BUY	$24.91 - $29.38 $353,672 - $417,137	14,198 New	14,198 $415,000
Q3 2023 Aug 01, 2024	SELL	$26.05 - $28.22 $5,418 - $5,869	-208 Reduced 1.36%	15,046 $394 Million
Q2 2023 Aug 01, 2024	BUY	$24.86 - $27.15 $112,367 - $122,718	4,520 Added 42.11%	15,254 $414 Million
Q1 2023 Aug 01, 2024	BUY	$24.18 - $26.58 $448,563 - $493,085	18,551 Added 172.82%	29,285 $746 Million
Q4 2022 Oct 10, 2024	BUY	$22.49 - $25.81 $194,133 - $222,791	8,632 Added 4.07%	220,783 $5.36 Billion
Q3 2022 Oct 10, 2024	BUY	$22.24 - $26.54 $4.48 Million - $5.35 Million	201,417 Added 1876.44%	212,151 $4.72 Billion
Q2 2022 Oct 17, 2024	BUY	$22.75 - $27.77 $803,803 - $981,169	35,332 Added 20.63%	206,618 $4.81 Billion
Q1 2022 Oct 17, 2024	BUY	$25.76 - $29.21 $4.13 Million - $4.69 Million	160,463 Added 1482.61%	171,286 $4.72 Billion

Others Institutions Holding DFAC

# of Institutions

900

Shares Held

721M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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Wr Wealth Planners, LLC Dimensional ETF Tr U S Core Eq Transaction History