Copperleaf Capital, LLC Dimensional ETF Tr Dimensional Transaction History

Copperleaf Capital, LLC

$123 Million
Q4 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 87,521 shares of DFIC stock, worth $2.37 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares

87,521

Previous 77,223 13.34%

Holding current value

$2.37 Million

Previous $2.17 Million 4.1%

% of portfolio

1.85%

Previous 1.89%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$25.61 - $28.0 $263,731 - $288,344	10,298 Added 13.34%	87,521 $2.26 Million
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

399

Shares Held

2.27B

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Copperleaf Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Copperleaf Capital, LLC with notifications on news.

Account

Copperleaf Capital, LLC Dimensional ETF Tr Dimensional Transaction History