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

Evercore Wealth Management, LLC

  • $6.47 Billion
  • Q4 2024

A detailed history of Evercore Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 10,182 shares of DFAC stock, worth $366,042. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,182
Previous 10,182 -0.0%
Holding current value
$366,042
Previous $349,000 0.86%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 15, 2024
SELL
$28.62 - $31.95 $6,296 - $7,029
-220 Reduced 2.11%
10,182 $325,000
Q4 2023

Feb 14, 2024
BUY
$24.91 - $29.38 $5,480 - $6,463
220 Added 2.16%
10,402 $304,000
Q2 2021

Aug 16, 2021
BUY
$25.92 - $26.98 $263,917 - $274,710
10,182 New
10,182 $275,000

Others Institutions Holding DFAC

# of Institutions
1,046
Shares Held
796M
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
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