Diversify Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History

Diversify Wealth Management, LLC

$1.62 Trillion
Q2 2025

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 398,834 shares of DFAC stock, worth $15 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

398,834

Previous 451,473 11.66%

Holding current value

$15 Million

Previous $14.6 Billion 1.8%

% of portfolio

0.92%

Previous 1.08%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$29.12 - $35.84 $1.53 Million - $1.89 Million	-52,639 Reduced 11.66%	398,834 $14.9 Billion
Q1 2025 Apr 30, 2025	SELL	$32.42 - $36.13 $2.64 Million - $2.94 Million	-81,381 Reduced 15.27%	451,473 $14.6 Billion
Q4 2024 Jan 16, 2025	BUY	$33.92 - $36.6 $813,469 - $877,741	23,982 Added 4.71%	532,854 $18.3 Billion
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

# of Institutions

1,132

Shares Held

830M

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

More about DFAC

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Diversify Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History