Beacon Financial Advisory LLC Dimensional ETF Tr U S Core Eq Transaction History

Beacon Financial Advisory LLC

$280 Million
Q4 2024

A detailed history of Beacon Financial Advisory LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 22,792 shares of DFAC stock, worth $819,372. This represents 0.28% of its overall portfolio holdings.

Number of Shares

22,792

Previous 21,830 4.41%

Holding current value

$819,372

Previous $748,000 5.35%

% of portfolio

0.28%

Previous 0.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$33.92 - $36.6 $32,631 - $35,209	962 Added 4.41%	22,792 $788,000
Q3 2024 Oct 30, 2024	BUY	$31.05 - $34.29 $44,184 - $48,794	1,423 Added 6.97%	21,830 $748,000
Q2 2024 Jul 26, 2024	BUY	$30.09 - $32.37 $114,251 - $122,908	3,797 Added 22.86%	20,407 $657,000
Q1 2024 May 01, 2024	BUY	$28.62 - $31.95 $20,520 - $22,908	717 Added 4.51%	16,610 $530,000
Q4 2023 Jan 23, 2024	BUY	$24.91 - $29.38 $132,421 - $156,184	5,316 Added 50.26%	15,893 $464,000
Q3 2023 Oct 25, 2023	BUY	$26.05 - $28.22 $52 - $56	2 Added 0.02%	10,577 $277,000
Q2 2023 Jul 17, 2023	BUY	$24.86 - $27.15 $74 - $81	3 Added 0.03%	10,575 $287,000
Q1 2023 Apr 18, 2023	BUY	$24.18 - $26.58 $255,630 - $281,003	10,572 New	10,572 $269,000
Q2 2022 Jul 25, 2022	BUY	$22.75 - $27.77 $687,846 - $839,625	30,235 New	30,235 $704,000

Others Institutions Holding DFAC

# of Institutions

1,046

Shares Held

796M

Call Options Held

76K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.

Account

Beacon Financial Advisory LLC Dimensional ETF Tr U S Core Eq Transaction History