Carson Allaria Wealth Management, Ltd. Dimensional ETF Tr U S Core Eq Transaction History

Carson Allaria Wealth Management, Ltd.

  • $169 Million
  • Q3 2024

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 25,156 shares of DFAC stock, worth $890,270. This represents 0.51% of its overall portfolio holdings.

Number of Shares
25,156
Previous 25,263 0.42%
Holding current value
$890,270
Previous $814,000 5.9%
% of portfolio
0.51%
Previous 0.51%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$31.05 - $34.29 $3,322 - $3,669
-107 Reduced 0.42%
25,156 $862,000
Q2 2024

Jul 22, 2024
BUY
$30.09 - $32.37 $1,113 - $1,197
37 Added 0.15%
25,263 $814,000
Q1 2024

May 07, 2024
BUY
$28.62 - $31.95 $1,488 - $1,661
52 Added 0.21%
25,226 $805,000
Q4 2023

Feb 08, 2024
SELL
$24.91 - $29.38 $2,017 - $2,379
-81 Reduced 0.32%
25,174 $735,000
Q3 2023

Nov 09, 2023
SELL
$26.05 - $28.22 $6,746 - $7,308
-259 Reduced 1.02%
25,255 $661,000
Q2 2023

Aug 01, 2023
SELL
$24.86 - $27.15 $5,767 - $6,298
-232 Reduced 0.9%
25,514 $692,000
Q1 2023

Apr 26, 2023
SELL
$24.18 - $26.58 $2,055 - $2,259
-85 Reduced 0.33%
25,746 $656,000
Q4 2022

Feb 06, 2023
BUY
$22.49 - $25.81 $2,968 - $3,406
132 Added 0.51%
25,831 $627,000
Q3 2022

Nov 09, 2022
BUY
$22.24 - $26.54 $2,224 - $2,654
100 Added 0.39%
25,699 $572,000
Q2 2022

Aug 02, 2022
SELL
$22.75 - $27.77 $11,102 - $13,551
-488 Reduced 1.87%
25,599 $596,000
Q1 2022

May 05, 2022
SELL
$25.76 - $29.21 $4,945 - $5,608
-192 Reduced 0.73%
26,087 $719,000
Q4 2021

Feb 10, 2022
BUY
$26.63 - $29.09 $699,809 - $764,456
26,279 New
26,279 $761,000

Others Institutions Holding DFAC

# of Institutions
917
Shares Held
740M
Call Options Held
76K
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
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