Caliber Wealth Management, LLC / Ks Dimensional ETF Tr U S Core Eq Transaction History

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 49,572 shares of DFAC stock, worth $1.91 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
49,572
Previous 49,839 0.54%
Holding current value
$1.91 Million
Previous $1.79 Billion 7.04%
% of portfolio
0.21%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$36.04 - $38.78 $9,622 - $10,354
-267 Reduced 0.54%
49,572 $1.91 Billion
Q2 2025

Jul 30, 2025
SELL
$29.12 - $35.84 $61,647 - $75,873
-2,117 Reduced 4.07%
49,839 $1.79 Billion
Q1 2025

May 06, 2025
BUY
$32.42 - $36.13 $1.68 Million - $1.88 Million
51,956 New
51,956 $1.71 Billion

Others Institutions Holding DFAC

# of Institutions
1,177
Shares Held
804M
Call Options Held
36.6K
Put Options Held
7.1K
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 Caliber Wealth Management, LLC / Ks Portfolio

Follow Caliber Wealth Management, LLC / Ks 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 Caliber Wealth Management, LLC / Ks, based on Form 13F filings with the SEC.

News

Stay updated on Caliber Wealth Management, LLC / Ks with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email