Clearstead Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History

Clearstead Advisors, LLC

  • $5.78 Billion
  • Q2 2024

A detailed history of Clearstead Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Clearstead Advisors, LLC holds 7,857 shares of DFAC stock, worth $268,159. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,857
Previous 7,857 -0.0%
Holding current value
$268,159
Previous $251,000 0.8%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 07, 2023
SELL
$24.86 - $27.15 $15,984 - $17,457
-643 Reduced 7.56%
7,857 $213,000
Q1 2023

May 09, 2023
SELL
$24.18 - $26.58 $17,554 - $19,297
-726 Reduced 7.87%
8,500 $216,000
Q4 2021

Feb 14, 2022
BUY
$26.63 - $29.09 $245,688 - $268,384
9,226 New
9,226 $267,000

Others Institutions Holding DFAC

# of Institutions
900
Shares Held
721M
Call Options Held
0
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
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

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

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email