Discipline Wealth Solutions, LLC Dimensional ETF Tr U S Core Eq Transaction History

Discipline Wealth Solutions, LLC

$246 Million
Q2 2025

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 958,576 shares of DFAC stock, worth $37 Million. This represents 13.95% of its overall portfolio holdings.

Number of Shares

958,576

Previous 908,297 5.54%

Holding current value

$37 Million

Previous $30 Million 14.65%

% of portfolio

13.95%

Previous 15.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$29.12 - $35.84 $1.46 Million - $1.8 Million	50,279 Added 5.54%	958,576 $34.4 Million
Q1 2025 Apr 29, 2025	BUY	$32.42 - $36.13 $1.08 Million - $1.2 Million	33,226 Added 3.8%	908,297 $30 Million
Q4 2024 Feb 26, 2025	BUY	$33.92 - $36.6 $2.93 Million - $3.16 Million	86,443 Added 10.96%	875,071 $30.3 Million
Q3 2024 Nov 19, 2024	BUY	$31.05 - $34.29 $3.09 Million - $3.41 Million	99,436 Added 14.43%	788,628 $27 Million
Q2 2024 Aug 07, 2024	BUY	$30.09 - $32.37 $2.41 Million - $2.6 Million	80,212 Added 13.17%	689,192 $22.2 Million
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

# of Institutions

1,134

Shares Held

835M

Call Options Held

36.6K

Put Options Held

7.1K

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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Discipline Wealth Solutions, LLC Dimensional ETF Tr U S Core Eq Transaction History