Copperleaf Capital, LLC Dimensional ETF Tr Dimensional Transaction History

Copperleaf Capital, LLC

$115 Million
Q3 2024

A detailed history of Copperleaf Capital, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Copperleaf Capital, LLC holds 77,223 shares of DFIC stock, worth $2 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares

77,223

Previous 75,519 2.26%

Holding current value

$2 Million

Previous $1.99 Million 9.47%

% of portfolio

1.89%

Previous 1.81%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$25.36 - $28.37 $43,213 - $48,342	1,704 Added 2.26%	77,223 $2.17 Million
Q2 2024 Aug 13, 2024	SELL	$25.73 - $27.44 $41,708 - $44,480	-1,621 Reduced 2.1%	75,519 $1.99 Million
Q1 2024 May 14, 2024	SELL	$24.62 - $26.83 $60,909 - $66,377	-2,474 Reduced 3.11%	77,140 $2.06 Million
Q3 2023 Nov 13, 2023	BUY	$23.25 - $25.17 $360,607 - $390,386	15,510 Added 24.2%	79,614 $1.86 Million
Q2 2023 Aug 11, 2023	BUY	$23.45 - $24.88 $608,199 - $645,287	25,936 Added 67.95%	64,104 $1.56 Million
Q1 2023 May 15, 2023	BUY	$22.5 - $24.64 $632,407 - $692,556	28,107 Added 279.37%	38,168 $918,000
Q4 2022 Feb 10, 2023	BUY	$19.06 - $23.03 $191,762 - $231,704	10,061 New	10,061 $224,000

Others Institutions Holding DFIC

# of Institutions

364

Shares Held

234M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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Copperleaf Capital, LLC Dimensional ETF Tr Dimensional Transaction History