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

Delap Wealth Advisory, LLC

$158 Billion
Q3 2024

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 402,007 shares of DFAC stock, worth $14 Million. This represents 8.72% of its overall portfolio holdings.

Number of Shares

402,007

Previous 855,696 53.02%

Holding current value

$14 Million

Previous $27.6 Billion 50.03%

% of portfolio

8.72%

Previous 12.7%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

921

Shares Held

741M

Call Options Held

76K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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