A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 786,768 shares of DFAC stock, worth $25.6 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
786,768
Previous 780,357 0.82%
Holding current value
$25.6 Million
Previous $22.8 Million 10.21%
% of portfolio
0.76%
Previous 0.76%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

BUY
$28.62 - $31.95 $183,482 - $204,831
6,411 Added 0.82%
786,768 $25.1 Million
Q4 2023

Feb 06, 2024

SELL
$24.91 - $29.38 $213,902 - $252,286
-8,587 Reduced 1.09%
780,357 $22.8 Million
Q3 2023

Nov 02, 2023

SELL
$26.05 - $28.22 $69,787 - $75,601
-2,679 Reduced 0.34%
788,944 $20.7 Million
Q2 2023

Aug 11, 2023

SELL
$24.86 - $27.15 $531,332 - $580,276
-21,373 Reduced 2.63%
791,623 $21.5 Million
Q1 2023

May 09, 2023

SELL
$24.18 - $26.58 $437,899 - $481,363
-18,110 Reduced 2.18%
812,996 $20.7 Million
Q4 2022

Feb 07, 2023

SELL
$23.74 - $25.81 $643,401 - $699,502
-27,102 Reduced 3.16%
831,106 $20.2 Million
Q3 2022

Nov 02, 2022

SELL
$22.74 - $26.54 $334,732 - $390,668
-14,720 Reduced 1.69%
858,208 $19.1 Million
Q2 2022

Aug 02, 2022

SELL
$22.75 - $27.77 $946,240 - $1.16 Million
-41,593 Reduced 4.55%
872,928 $20.3 Million
Q1 2022

May 13, 2022

BUY
$25.76 - $29.21 $50,669 - $57,456
1,967 Added 0.22%
914,521 $25.2 Million
Q4 2021

Feb 14, 2022

BUY
$26.63 - $29.09 $242,119 - $264,486
9,092 Added 1.01%
912,554 $26.4 Million
Q3 2021

Nov 02, 2021

SELL
$26.06 - $27.9 $606,702 - $649,539
-23,281 Reduced 2.51%
903,462 $24 Million
Q2 2021

Aug 12, 2021

BUY
$25.92 - $26.98 $24 Million - $25 Million
926,743 New
926,743 $25 Million

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 Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management 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 Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.