Client 1 St Advisory Group, LLC Dimensional ETF Tr Core Fxd In Transaction History

Client 1 St Advisory Group, LLC

$256 Million
Q4 2024

A detailed history of Client 1 St Advisory Group, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 354,168 shares of DFCF stock, worth $14.6 Million. This represents 5.72% of its overall portfolio holdings.

Number of Shares

354,168

Previous 342,339 3.46%

Holding current value

$14.6 Million

Previous $14.2 Million 3.01%

% of portfolio

5.72%

Previous 6.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$41.17 - $43.34 $486,999 - $512,668	11,829 Added 3.46%	354,168 $14.6 Million
Q2 2024 Aug 08, 2024	BUY	$40.79 - $41.97 $1.43 Million - $1.47 Million	35,003 Added 11.39%	342,339 $14.2 Million
Q1 2024 May 09, 2024	BUY	$41.54 - $42.6 $1.01 Million - $1.03 Million	24,274 Added 8.58%	307,336 $12.9 Million
Q4 2023 Feb 13, 2024	BUY	$39.52 - $42.54 $3.87 Million - $4.16 Million	97,905 Added 52.88%	283,062 $12 Million
Q3 2023 Nov 14, 2023	BUY	$40.3 - $42.05 $4.42 Million - $4.61 Million	109,565 Added 144.94%	185,157 $7.47 Million
Q2 2023 Aug 14, 2023	BUY	$41.55 - $42.94 $3.14 Million - $3.25 Million	75,592 New	75,592 $3.15 Million

Others Institutions Holding DFCF

# of Institutions

334

Shares Held

89.8M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Client 1 St Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Client 1 St Advisory Group, LLC with notifications on news.

Account

Client 1 St Advisory Group, LLC Dimensional ETF Tr Core Fxd In Transaction History