Financial Advocates Investment Management Dimensional ETF Tr U S Core Eq Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Financial Advocates Investment Management holds 82,560 shares of DFAC stock, worth $2.97 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

82,560

Previous 86,192 4.21%

Holding current value

$2.97 Million

Previous $2.96 Million 3.35%

% of portfolio

0.17%

Previous 0.17%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$33.92 - $36.6 $123,197 - $132,931	-3,632 Reduced 4.21%	82,560 $2.86 Million
Q3 2024 Oct 25, 2024	SELL	$31.05 - $34.29 $81,040 - $89,496	-2,610 Reduced 2.94%	86,192 $2.96 Million
Q2 2024 Jul 26, 2024	SELL	$30.09 - $32.37 $123,669 - $133,040	-4,110 Reduced 4.42%	88,802 $2.86 Million
Q1 2024 May 01, 2024	SELL	$28.62 - $31.95 $38,093 - $42,525	-1,331 Reduced 1.41%	92,912 $2.97 Million
Q4 2023 Feb 08, 2024	SELL	$24.91 - $29.38 $38,037 - $44,863	-1,527 Reduced 1.59%	94,243 $2.75 Million
Q3 2023 Oct 27, 2023	SELL	$26.05 - $28.22 $174,274 - $188,791	-6,690 Reduced 6.53%	95,770 $2.51 Million
Q2 2023 Aug 07, 2023	SELL	$24.86 - $27.15 $2.03 Million - $2.21 Million	-81,540 Reduced 44.32%	102,460 $2.78 Million
Q1 2023 May 11, 2023	SELL	$24.18 - $26.58 $735,362 - $808,350	-30,412 Reduced 14.18%	184,000 $4.69 Million
Q4 2022 Feb 14, 2023	SELL	$22.49 - $25.81 $3.69 Million - $4.23 Million	-164,027 Reduced 43.34%	214,412 $5.21 Million
Q3 2022 Nov 14, 2022	BUY	$22.24 - $26.54 $179,854 - $214,628	8,087 Added 2.18%	378,439 $8.42 Million
Q2 2022 Aug 12, 2022	BUY	$22.75 - $27.77 $8.43 Million - $10.3 Million	370,352 New	370,352 $8.63 Million
Q1 2022 May 11, 2022	SELL	$25.76 - $29.21 $9.69 Million - $11 Million	-376,251 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$26.63 - $29.09 $1.66 Million - $1.82 Million	62,418 Added 19.89%	376,251 $10.9 Million
Q3 2021 Nov 04, 2021	BUY	$26.06 - $27.9 $131,394 - $140,671	5,042 Added 1.63%	313,833 $8.34 Million
Q2 2021 Aug 03, 2021	BUY	$25.92 - $26.98 $8 Million - $8.33 Million	308,791 New	308,791 $8.33 Million

Others Institutions Holding DFAC

# of Institutions

965

Shares Held

750M

Call Options Held

76K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

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Financial Advocates Investment Management Dimensional ETF Tr U S Core Eq Transaction History