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 $215,511. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,161
Previous 6,541 5.81%
Holding current value
$215,511
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
921
Shares Held
741M
Call Options Held
76K
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
Track This Portfolio

Track Elk River Wealth Management, LLC Portfolio

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

News

Stay updated on Elk River Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email