Beta Wealth Group, Inc. Dimensional ETF Tr Core Fxd In Transaction History

Beta Wealth Group, Inc.

  • $206 Million
  • Q4 2024

A detailed history of Beta Wealth Group, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 14,904 shares of DFCF stock, worth $624,626. This represents 0.3% of its overall portfolio holdings.

Number of Shares
14,904
Previous 13,059 14.13%
Holding current value
$624,626
Previous $564,000 9.22%
% of portfolio
0.3%
Previous 0.28%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$41.17 - $43.34 $75,958 - $79,962
1,845 Added 14.13%
14,904 $616,000
Q3 2024

Nov 01, 2024
BUY
$41.34 - $43.55 $8,929 - $9,406
216 Added 1.68%
13,059 $564,000
Q2 2024

Aug 12, 2024
BUY
$40.79 - $41.97 $5,425 - $5,582
133 Added 1.05%
12,843 $533,000
Q1 2024

May 14, 2024
BUY
$41.54 - $42.6 $58,779 - $60,279
1,415 Added 12.53%
12,710 $533,000
Q4 2023

Feb 09, 2024
SELL
$39.52 - $42.54 $120,219 - $129,406
-3,042 Reduced 21.22%
11,295 $478,000
Q3 2023

Nov 13, 2023
SELL
$40.3 - $42.05 $59,321 - $61,897
-1,472 Reduced 9.31%
14,337 $578,000
Q2 2023

Aug 11, 2023
SELL
$41.55 - $42.94 $30,954 - $31,990
-745 Reduced 4.5%
15,809 $659,000
Q1 2023

May 09, 2023
SELL
$41.26 - $43.27 $2.19 Million - $2.3 Million
-53,173 Reduced 76.26%
16,554 $703,000
Q4 2022

Feb 10, 2023
BUY
$39.82 - $42.74 $11,707 - $12,565
294 Added 0.42%
69,727 $2.9 Million
Q3 2022

Nov 01, 2022
SELL
$40.64 - $44.91 $856,731 - $946,747
-21,081 Reduced 23.29%
69,433 $2.84 Million
Q2 2022

Aug 05, 2022
SELL
$42.49 - $46.23 $452,815 - $492,673
-10,657 Reduced 10.53%
90,514 $3.95 Million
Q1 2022

May 12, 2022
BUY
$45.81 - $49.82 $4.63 Million - $5.04 Million
101,171 New
101,171 $4.69 Million

Others Institutions Holding DFCF

# of Institutions
407
Shares Held
3.56B
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

DFCF Quotes by TradingView
  • Ticker DFCF
  • Sector ETFs
  • Industry ETFs
More about DFCF
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