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

David Wealth Management LLC

  • $134 Billion
  • Q2 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 741,701 shares of DFAC stock, worth $27.5 Million. This represents 19.79% of its overall portfolio holdings.

Number of Shares
741,701
Previous 697,076 6.4%
Holding current value
$27.5 Million
Previous $23 Billion 15.59%
% of portfolio
19.79%
Previous 19.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$29.12 - $35.84 $1.3 Million - $1.6 Million
44,625 Added 6.4%
741,701 $26.6 Billion
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
1,111
Shares Held
820M
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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