Clarus Wealth Advisors Dimensional ETF Tr U S Core Eq Transaction History

Clarus Wealth Advisors

$196 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 10, 2023	SELL	$24.86 - $27.15 $52,081 - $56,879	-2,095 Reduced 12.6%	14,527 $394,000
Q1 2023 Apr 10, 2023	SELL	$24.18 - $26.58 $80,446 - $88,431	-3,327 Reduced 16.68%	16,622 $423,000
Q4 2022 Jan 12, 2023	SELL	$22.49 - $25.81 $1 Million - $1.15 Million	-44,647 Reduced 69.12%	19,949 $0
Q3 2022 Oct 11, 2022	BUY	$22.24 - $26.54 $21,572 - $25,743	970 Added 1.52%	64,596 $1.47 Million
Q2 2022 Jul 13, 2022	BUY	$22.75 - $27.77 $1.45 Million - $1.77 Million	63,626 New	63,626 $1.51 Million
Q1 2022 Apr 12, 2022	SELL	$25.76 - $29.21 $1.73 Million - $1.96 Million	-67,122 Closed	0 $0
Q4 2021 Jan 13, 2022	SELL	$26.63 - $29.09 $54,458 - $59,489	-2,045 Reduced 2.96%	67,122 $1.94 Million
Q3 2021 Oct 06, 2021	BUY	$26.06 - $27.9 $43,103 - $46,146	1,654 Added 2.45%	69,167 $1.86 Million
Q2 2021 Jul 13, 2021	BUY	$25.92 - $26.98 $1.75 Million - $1.82 Million	67,513 New	67,513 $1.83 Million

Others Institutions Holding DFAC

# of Institutions

917

Shares Held

740M

Call Options Held

76K

Put Options Held

0

Envestnet Asset Management Inc

56.6M
Shares

$2.04 Billion
0.64% of portfolio
Mercer Global Advisors Inc Denver, CO

50.1M
Shares

$1.81 Billion
3.76% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.36 Billion
24.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.35 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$640 Million
0.28% of portfolio

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 Clarus Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Clarus Wealth Advisors with notifications on news.