A detailed history of Diversify Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 508,872 shares of DFAC stock, worth $18.2 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
508,872
Previous 1,130,242 54.98%
Holding current value
$18.2 Million
Previous $35.1 Billion 49.95%
% of portfolio
1.69%
Previous 4.36%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$31.05 - $34.29 $19.3 Million - $21.3 Million
-621,370 Reduced 54.98%
508,872 $17.6 Billion
Q2 2024

Aug 08, 2024

BUY
$30.09 - $32.37 $34 Million - $36.6 Million
1,130,242 New
1,130,242 $35.1 Billion

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 Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, 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 Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.