Copperleaf Capital, LLC Dimensional ETF Tr U S Core Eq Transaction History

Copperleaf Capital, LLC

  • $123 Million
  • Q1 2025

A detailed history of Copperleaf Capital, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Copperleaf Capital, LLC holds 141,921 shares of DFAC stock, worth $5 Million. This represents 3.8% of its overall portfolio holdings.

Number of Shares
141,921
Previous 140,459 1.04%
Holding current value
$5 Million
Previous $4.86 Million 3.66%
% of portfolio
3.8%
Previous 3.97%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$32.42 - $36.13 $47,398 - $52,822
1,462 Added 1.04%
141,921 $4.68 Million
Q4 2024

Jan 30, 2025
BUY
$33.92 - $36.6 $167,123 - $180,328
4,927 Added 3.64%
140,459 $4.86 Million
Q3 2024

Nov 14, 2024
BUY
$31.05 - $34.29 $140,967 - $155,676
4,540 Added 3.47%
135,532 $4.65 Million
Q2 2024

Aug 13, 2024
SELL
$30.09 - $32.37 $28,013 - $30,136
-931 Reduced 0.71%
130,992 $4.22 Million
Q1 2024

May 14, 2024
SELL
$28.62 - $31.95 $3.55 Million - $3.97 Million
-124,208 Reduced 48.49%
131,923 $4.21 Million
Q3 2023

Nov 13, 2023
BUY
$26.05 - $28.22 $1.76 Million - $1.91 Million
67,749 Added 35.96%
256,131 $6.71 Million
Q2 2023

Aug 11, 2023
BUY
$24.86 - $27.15 $1.77 Million - $1.93 Million
71,017 Added 60.51%
188,382 $5.11 Million
Q1 2023

May 15, 2023
BUY
$24.18 - $26.58 $1.97 Million - $2.17 Million
81,455 Added 226.83%
117,365 $2.99 Million
Q4 2022

Feb 10, 2023
SELL
$22.49 - $25.81 $281,912 - $323,528
-12,535 Reduced 25.87%
35,910 $871,000
Q3 2022

Nov 14, 2022
BUY
$22.24 - $26.54 $226,603 - $270,416
10,189 Added 26.63%
48,445 $1.08 Million
Q2 2022

Aug 15, 2022
BUY
$22.75 - $27.77 $870,324 - $1.06 Million
38,256 New
38,256 $891,000

Others Institutions Holding DFAC

# of Institutions
1,093
Shares Held
814M
Call Options Held
46.6K
Put Options Held
600
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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