Exencial Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History

Exencial Wealth Advisors, LLC

  • $2.75 Billion
  • Q2 2025

A detailed history of Exencial Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 70,640 shares of DFAC stock, worth $2.71 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
70,640
Previous 69,872 1.1%
Holding current value
$2.71 Million
Previous $2.31 Million 9.8%
% of portfolio
0.09%
Previous 0.09%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$29.12 - $35.84 $22,364 - $27,525
768 Added 1.1%
70,640 $2.53 Million
Q1 2025

May 09, 2025
BUY
$32.42 - $36.13 $542,419 - $604,491
16,731 Added 31.48%
69,872 $2.31 Million
Q4 2024

Feb 06, 2025
BUY
$33.92 - $36.6 $547,875 - $591,163
16,152 Added 43.67%
53,141 $1.84 Million
Q3 2024

Oct 31, 2024
BUY
$31.05 - $34.29 $27,541 - $30,415
887 Added 2.46%
36,989 $1.27 Million
Q2 2024

Aug 12, 2024
BUY
$30.09 - $32.37 $99,297 - $106,820
3,300 Added 10.06%
36,102 $1.16 Million
Q1 2024

May 10, 2024
BUY
$28.62 - $31.95 $29,822 - $33,291
1,042 Added 3.28%
32,802 $1.05 Million
Q4 2023

Feb 13, 2024
BUY
$24.91 - $29.38 $164,156 - $193,614
6,590 Added 26.18%
31,760 $928,000
Q3 2023

Nov 08, 2023
BUY
$26.05 - $28.22 $93,884 - $101,704
3,604 Added 16.71%
25,170 $659,000
Q2 2023

Aug 10, 2023
BUY
$24.86 - $27.15 $228,910 - $249,997
9,208 Added 74.51%
21,566 $585,000
Q1 2023

May 02, 2023
BUY
$24.18 - $26.58 $483 - $531
20 Added 0.16%
12,358 $314,000
Q4 2022

Feb 14, 2023
BUY
$22.49 - $25.81 $989 - $1,135
44 Added 0.36%
12,338 $299,000
Q3 2022

Nov 08, 2022
BUY
$22.24 - $26.54 $711 - $849
32 Added 0.26%
12,294 $273,000
Q2 2022

Aug 11, 2022
BUY
$22.75 - $27.77 $22,317 - $27,242
981 Added 8.7%
12,262 $286,000
Q1 2022

May 12, 2022
BUY
$25.76 - $29.21 $489 - $554
19 Added 0.17%
11,281 $311,000
Q4 2021

Feb 10, 2022
BUY
$26.63 - $29.09 $299,907 - $327,611
11,262 New
11,262 $326,000
Q3 2021

Nov 04, 2021
SELL
$26.06 - $27.9 $297,865 - $318,897
-11,430 Closed
0 $0
Q2 2021

Aug 16, 2021
BUY
$25.92 - $26.98 $296,265 - $308,381
11,430 New
11,430 $308,000

Others Institutions Holding DFAC

# of Institutions
1,135
Shares Held
835M
Call Options Held
36.6K
Put Options Held
7.1K
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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