Ae Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History

Ae Wealth Management LLC

$11.7 Billion
Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Ae Wealth Management LLC holds 620,998 shares of DFCF stock, worth $26.8 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

620,998

Previous 507,976 22.25%

Holding current value

$26.8 Million

Previous $21.4 Million 22.83%

% of portfolio

0.22%

Previous 0.2%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$41.1 - $42.37 $4.65 Million - $4.79 Million	113,022 Added 22.25%	620,998 $26.2 Million
Q1 2025 May 06, 2025	BUY	$40.79 - $42.32 $1.06 Million - $1.1 Million	26,027 Added 5.4%	507,976 $21.4 Million
Q4 2024 Feb 13, 2025	BUY	$41.17 - $43.34 $1.56 Million - $1.64 Million	37,883 Added 8.53%	481,949 $19.9 Million
Q3 2024 Nov 14, 2024	BUY	$41.34 - $43.55 $1.71 Million - $1.8 Million	41,422 Added 10.29%	444,066 $19.2 Million
Q2 2024 Aug 12, 2024	BUY	$40.79 - $41.97 $141,378 - $145,468	3,466 Added 0.87%	402,644 $16.7 Million
Q1 2024 May 15, 2024	SELL	$41.54 - $42.6 $7.03 Million - $7.21 Million	-169,152 Reduced 29.76%	399,178 $16.7 Million
Q4 2023 Feb 14, 2024	BUY	$39.52 - $42.54 $7.72 Million - $8.31 Million	195,324 Added 52.36%	568,330 $24.1 Million
Q3 2023 Oct 11, 2023	BUY	$40.3 - $42.05 $1.84 Million - $1.92 Million	45,603 Added 13.93%	373,006 $15.1 Million
Q2 2023 Jul 10, 2023	BUY	$41.55 - $42.94 $4.78 Million - $4.94 Million	115,035 Added 54.17%	327,403 $13.7 Million
Q1 2023 Apr 14, 2023	BUY	$41.26 - $43.27 $942,213 - $988,113	22,836 Added 12.05%	212,368 $9.03 Million
Q4 2022 Jan 31, 2023	BUY	$39.82 - $42.74 $2.46 Million - $2.65 Million	61,886 Added 48.48%	189,532 $7.87 Million
Q3 2022 Oct 25, 2022	BUY	$40.64 - $44.91 $1.08 Million - $1.19 Million	26,477 Added 26.17%	127,646 $5.23 Million
Q2 2022 Aug 03, 2022	BUY	$42.49 - $46.23 $4.3 Million - $4.68 Million	101,169 New	101,169 $4.41 Million

Others Institutions Holding DFCF

# of Institutions

429

Shares Held

118M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
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Ae Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History