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 $2.04 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares
77,223
Previous 75,519 2.26%
Holding current value
$2.04 Million
Previous $1.99 Million 9.47%
% of portfolio
1.89%
Previous 1.81%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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