Elwood & Goetz Wealth Advisory Group, LLC Dimensional ETF Tr U S Core Eq Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

  • $402 Million
  • Q3 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 11,406 shares of DFAC stock, worth $408,791. This represents 0.1% of its overall portfolio holdings.

Number of Shares
11,406
Previous 11,586 1.55%
Holding current value
$408,791
Previous $373,000 4.83%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Oct 23, 2024
SELL
$31.05 - $34.29 $5,589 - $6,172
-180 Reduced 1.55%
11,406 $391,000
Q2 2024

Jul 30, 2024
SELL
$30.09 - $32.37 $26,539 - $28,550
-882 Reduced 7.07%
11,586 $373,000
Q4 2023

Jan 18, 2024
SELL
$24.91 - $29.38 $62,250 - $73,420
-2,499 Reduced 16.7%
12,468 $364,000
Q3 2023

Oct 19, 2023
SELL
$26.05 - $28.22 $17,166 - $18,596
-659 Reduced 4.22%
14,967 $392,000
Q2 2023

Jul 28, 2023
SELL
$24.86 - $27.15 $1,914 - $2,090
-77 Reduced 0.49%
15,626 $424,000
Q1 2023

Apr 19, 2023
SELL
$24.18 - $26.58 $59,893 - $65,838
-2,477 Reduced 13.62%
15,703 $400,000
Q4 2022

Jan 27, 2023
SELL
$22.49 - $25.81 $19,858 - $22,790
-883 Reduced 4.63%
18,180 $441,000
Q3 2022

Oct 28, 2022
BUY
$22.24 - $26.54 $9,830 - $11,730
442 Added 2.37%
19,063 $424,000
Q2 2022

Aug 11, 2022
BUY
$22.75 - $27.77 $423,627 - $517,105
18,621 New
18,621 $434,000
Q1 2022

Apr 15, 2022
SELL
$25.76 - $29.21 $285,807 - $324,084
-11,095 Closed
0 $0
Q4 2021

Jan 14, 2022
SELL
$26.63 - $29.09 $32,808 - $35,838
-1,232 Reduced 9.99%
11,095 $321,000
Q3 2021

Oct 18, 2021
SELL
$26.06 - $27.9 $18,997 - $20,339
-729 Reduced 5.58%
12,327 $328,000
Q2 2021

Jul 15, 2021
BUY
$25.92 - $26.98 $338,411 - $352,250
13,056 New
13,056 $352,000

Others Institutions Holding DFAC

# of Institutions
903
Shares Held
728M
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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