Bordeaux Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History

Bordeaux Wealth Advisors LLC

  • $777 Million
  • Q2 2025

A detailed history of Bordeaux Wealth Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 10,010 shares of DFAC stock, worth $368,768. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,010
Previous 11,346 11.78%
Holding current value
$368,768
Previous $374,000 4.28%
% of portfolio
0.05%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$29.12 - $35.84 $38,904 - $47,882
-1,336 Reduced 11.78%
10,010 $358,000
Q1 2025

Apr 24, 2025
BUY
$32.42 - $36.13 $51,742 - $57,663
1,596 Added 16.37%
11,346 $374,000
Q2 2023

Aug 09, 2023
BUY
$24.86 - $27.15 $242,385 - $264,712
9,750 New
9,750 $264,000

Others Institutions Holding DFAC

# of Institutions
1,114
Shares Held
830M
Call Options Held
46.6K
Put Options Held
600
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 Bordeaux Wealth Advisors LLC Portfolio

Follow Bordeaux Wealth Advisors 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 Bordeaux Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bordeaux Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email