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

Aprio Wealth Management, LLC

  • $514 Million
  • Q2 2024

A detailed history of Aprio Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 98,586 shares of DFAC stock, worth $3.38 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
98,586
Previous 96,176 2.51%
Holding current value
$3.38 Million
Previous $3.07 Million 3.45%
% of portfolio
0.62%
Previous 0.64%

Shares

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

Jul 10, 2024
BUY
$30.09 - $32.37 $72,516 - $78,011
2,410 Added 2.51%
98,586 $3.18 Million
Q1 2024

Apr 10, 2024
SELL
$28.62 - $31.95 $330,646 - $369,118
-11,553 Reduced 10.72%
96,176 $3.07 Million
Q4 2023

Jan 17, 2024
BUY
$24.91 - $29.38 $323 - $381
13 Added 0.01%
107,729 $3.15 Million
Q3 2023

Oct 10, 2023
SELL
$26.05 - $28.22 $24,981 - $27,062
-959 Reduced 0.88%
107,716 $2.82 Million
Q2 2023

Jul 13, 2023
BUY
$24.86 - $27.15 $325,864 - $355,882
13,108 Added 13.72%
108,675 $2.95 Million
Q1 2023

Apr 14, 2023
BUY
$24.18 - $26.58 $297,849 - $327,412
12,318 Added 14.8%
95,567 $2.44 Million
Q4 2022

Jan 11, 2023
SELL
$22.49 - $25.81 $38,300 - $43,954
-1,703 Reduced 2.0%
83,249 $0
Q3 2022

Oct 13, 2022
SELL
$22.24 - $26.54 $23,507 - $28,052
-1,057 Reduced 1.23%
84,952 $1.89 Million
Q2 2022

Jul 26, 2022
BUY
$22.75 - $27.77 $1.96 Million - $2.39 Million
86,009 New
86,009 $2 Million
Q1 2022

Apr 19, 2022
SELL
$25.76 - $29.21 $2.35 Million - $2.66 Million
-91,087 Closed
0 $0
Q4 2021

Jan 26, 2022
BUY
$26.63 - $29.09 $213 - $232
8 Added 0.01%
91,087 $2.64 Million
Q3 2021

Oct 14, 2021
SELL
$26.06 - $27.9 $4,612 - $4,938
-177 Reduced 0.19%
91,079 $2.42 Million
Q2 2021

Jul 23, 2021
BUY
$25.92 - $26.98 $2.37 Million - $2.46 Million
91,256 New
91,256 $2.46 Million

Others Institutions Holding DFAC

# of Institutions
876
Shares Held
711M
Call Options Held
0
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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