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

David Wealth Management LLC

  • $120 Billion
  • Q1 2025

A detailed history of David Wealth Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, David Wealth Management LLC holds 697,076 shares of DFAC stock, worth $22.5 Million. This represents 19.24% of its overall portfolio holdings.

Number of Shares
697,076
Previous 692,030 0.73%
Holding current value
$22.5 Million
Previous $23.9 Billion 3.93%
% of portfolio
19.24%
Previous 19.77%

Shares

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

Apr 16, 2025
BUY
$32.42 - $36.13 $163,591 - $182,311
5,046 Added 0.73%
697,076 $23 Billion
Q4 2024

Jan 29, 2025
BUY
$33.92 - $36.6 $23.5 Million - $25.3 Million
692,030 New
692,030 $23.9 Billion

Others Institutions Holding DFAC

# of Institutions
1,078
Shares Held
803M
Call Options Held
40K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
Track This Portfolio

Track David Wealth Management LLC Portfolio

Follow David Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on David Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email