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

Connecticut Wealth Management, LLC

$1.88 Billion
Q1 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 $1.34 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

41,323

Previous 37,099 11.39%

Holding current value

$1.34 Million

Previous $1.08 Million 21.77%

% of portfolio

0.07%

Previous 0.06%

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

841

Shares Held

680M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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