Delap Wealth Advisory, LLC Dimensional ETF Tr U S Core Eq Transaction History

Delap Wealth Advisory, LLC

$179 Billion
Q1 2025

A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 389,464 shares of DFAC stock, worth $13.5 Million. This represents 7.16% of its overall portfolio holdings.

Number of Shares

389,464

Previous 383,779 1.48%

Holding current value

$13.5 Million

Previous $13.3 Billion 3.21%

% of portfolio

7.16%

Previous 7.93%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$32.42 - $36.13 $184,307 - $205,399	5,685 Added 1.48%	389,464 $12.8 Billion
Q4 2024 Feb 04, 2025	SELL	$33.92 - $36.6 $618,293 - $667,144	-18,228 Reduced 4.53%	383,779 $13.3 Billion
Q3 2024 Nov 12, 2024	SELL	$31.05 - $34.29 $14.1 Million - $15.6 Million	-453,689 Reduced 53.02%	402,007 $13.8 Billion
Q2 2024 Aug 13, 2024	BUY	$30.09 - $32.37 $11.9 Million - $12.8 Million	395,299 Added 85.86%	855,696 $27.6 Billion
Q1 2024 May 14, 2024	BUY	$28.62 - $31.95 $1.01 Million - $1.13 Million	35,225 Added 8.28%	460,397 $14.7 Billion
Q4 2023 Feb 14, 2024	SELL	$24.91 - $29.38 $1.06 Million - $1.25 Million	-42,498 Reduced 9.09%	425,172 $12.4 Billion
Q3 2023 Nov 13, 2023	SELL	$26.05 - $28.22 $807,992 - $875,299	-31,017 Reduced 6.22%	467,670 $12.3 Billion
Q2 2023 Aug 08, 2023	SELL	$24.86 - $27.15 $479,300 - $523,452	-19,280 Reduced 3.72%	498,687 $13.5 Billion
Q1 2023 Aug 08, 2023	SELL	$24.18 - $26.58 $104,917 - $115,330	-4,339 Reduced 0.83%	517,967 $13.2 Billion
Q1 2023 May 15, 2023	SELL	$24.18 - $26.58 $23,962 - $26,340	-991 Reduced 0.19%	522,306 $13.3 Billion
Q4 2022 Feb 13, 2023	BUY	$22.49 - $25.81 $11.8 Million - $13.5 Million	523,297 New	523,297 $12.7 Billion

Others Institutions Holding DFAC

# of Institutions

1,092

Shares Held

814M

Call Options Held

46.6K

Put Options Held

600

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

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

News

Stay updated on Delap Wealth Advisory, LLC with notifications on news.

Account

Delap Wealth Advisory, LLC Dimensional ETF Tr U S Core Eq Transaction History