A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 608,980 shares of DFAC stock, worth $19.7 Million. This represents 17.92% of its overall portfolio holdings.

Number of Shares
608,980
Previous 536,880 13.43%
Holding current value
$19.7 Million
Previous $15.7 Million 23.98%
% of portfolio
17.92%
Previous 15.63%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$28.62 - $31.95 $2.06 Million - $2.3 Million
72,100 Added 13.43%
608,980 $19.5 Million
Q4 2023

Feb 09, 2024

BUY
$24.91 - $29.38 $13.4 Million - $15.8 Million
536,880 New
536,880 $15.7 Million

Others Institutions Holding DFAC

About DIMENSIONAL ETF TR U S CORE EQ


  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
Track This Portfolio

Track Discipline Wealth Solutions, LLC Portfolio

Follow Discipline Wealth Solutions, 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 Discipline Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Discipline Wealth Solutions, LLC with notifications on news.