Bartlett & Co. Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.89 Trillion
  • Q4 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 10,255 shares of DFAC stock, worth $358,925. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,255
Previous 10,255 -0.0%
Holding current value
$358,925
Previous $352 Million 0.87%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
BUY
$24.91 - $29.38 $99,814 - $117,725
4,007 Added 64.13%
10,255 $301 Million
Q4 2022

Feb 14, 2024
SELL
$22.49 - $25.81 $157,430 - $180,670
-7,000 Reduced 52.84%
6,248 $152 Million
Q2 2021

Feb 13, 2024
BUY
$25.92 - $26.98 $343,388 - $357,431
13,248 New
13,248 $357 Million

Others Institutions Holding DFAC

# of Institutions
1,054
Shares Held
797M
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
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email