Connecticut Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History

Connecticut Wealth Management, LLC

$2.06 Billion
Q3 2024

A detailed history of Connecticut Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 41,323 shares of DFAC stock, worth $1.46 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

41,323

Previous 41,323 -0.0%

Holding current value

$1.46 Million

Previous $1.33 Million 6.31%

% of portfolio

0.07%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$28.62 - $31.95 $120,890 - $134,956	4,224 Added 11.39%	41,323 $1.32 Million
Q2 2023 Jul 25, 2023	SELL	$24.86 - $27.15 $98,221 - $107,269	-3,951 Reduced 9.62%	37,099 $1.01 Million
Q2 2022 Jul 12, 2022	BUY	$22.75 - $27.77 $933,887 - $1.14 Million	41,050 New	41,050 $956,000
Q1 2022 Apr 18, 2022	SELL	$25.76 - $29.21 $1.06 Million - $1.2 Million	-41,050 Closed	0 $0
Q4 2021 Jan 24, 2022	SELL	$26.63 - $29.09 $118,503 - $129,450	-4,450 Reduced 9.78%	41,050 $1.19 Million
Q2 2021 Jul 29, 2021	BUY	$25.92 - $26.98 $1.18 Million - $1.23 Million	45,500 New	45,500 $1.23 Million

Others Institutions Holding DFAC

# of Institutions

921

Shares Held

741M

Call Options Held

76K

Put Options Held

View Full List

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 Connecticut Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Connecticut Wealth Management, LLC with notifications on news.

Account

Connecticut Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History