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

Elk River Wealth Management, LLC

  • $542 Million
  • Q3 2024

A detailed history of Elk River Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Elk River Wealth Management, LLC holds 6,161 shares of DFAC stock, worth $210,274. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,161
Previous 6,541 5.81%
Holding current value
$210,274
Previous $210,000 0.48%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 11, 2024
SELL
$31.05 - $34.29 $11,799 - $13,030
-380 Reduced 5.81%
6,161 $211,000
Q2 2024

Jul 31, 2024
SELL
$30.09 - $32.37 $13,299 - $14,307
-442 Reduced 6.33%
6,541 $210,000
Q1 2024

Apr 15, 2024
SELL
$28.62 - $31.95 $30,394 - $33,930
-1,062 Reduced 13.2%
6,983 $223,000
Q4 2023

Jan 18, 2024
SELL
$24.91 - $29.38 $14,821 - $17,481
-595 Reduced 6.89%
8,045 $235,000
Q3 2023

Oct 10, 2023
SELL
$26.05 - $28.22 $15,630 - $16,932
-600 Reduced 6.49%
8,640 $226,000
Q1 2023

Apr 12, 2023
SELL
$24.18 - $26.58 $6,045 - $6,645
-250 Reduced 2.63%
9,240 $235,000
Q4 2022

Jan 19, 2023
SELL
$22.49 - $25.81 $22,490 - $25,810
-1,000 Reduced 9.53%
9,490 $0
Q2 2022

Jul 12, 2022
BUY
$22.75 - $27.77 $8,281 - $10,108
364 Added 3.59%
10,490 $244,000
Q1 2022

Apr 18, 2022
BUY
$25.76 - $29.21 $260,845 - $295,780
10,126 New
10,126 $279,000

Others Institutions Holding DFAC

# of Institutions
898
Shares Held
721M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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