A detailed history of First Purpose Wealth LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, First Purpose Wealth LLC holds 1,069,610 shares of DFAC stock, worth $37.2 Million. This represents 12.43% of its overall portfolio holdings.

Number of Shares
1,069,610
Previous 1,068,354 0.12%
Holding current value
$37.2 Million
Previous $31.2 Million 9.44%
% of portfolio
12.43%
Previous 12.16%

Shares

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

Apr 22, 2024

BUY
$28.62 - $31.95 $35,946 - $40,129
1,256 Added 0.12%
1,069,610 $34.2 Million
Q4 2023

Apr 22, 2024

SELL
$24.91 - $29.38 $19,629 - $23,151
-788 Reduced 0.07%
1,068,354 $31.2 Million
Q3 2023

Oct 30, 2023

SELL
$26.05 - $28.22 $286,680 - $310,561
-11,005 Reduced 1.02%
1,069,142 $28 Million
Q2 2023

Jul 21, 2023

BUY
$24.86 - $27.15 $1.69 Million - $1.85 Million
68,137 Added 6.73%
1,080,147 $29.3 Million
Q1 2023

May 03, 2023

BUY
$24.18 - $26.58 $9,720 - $10,685
402 Added 0.04%
1,012,010 $25.8 Million
Q4 2022

Jan 26, 2023

SELL
$22.49 - $25.81 $394,721 - $452,991
-17,551 Reduced 1.71%
1,011,608 $0
Q3 2022

Oct 24, 2022

BUY
$22.24 - $26.54 $82,110 - $97,985
3,692 Added 0.36%
1,029,159 $22.9 Million
Q2 2022

Jul 25, 2022

BUY
$22.75 - $27.77 $23.3 Million - $28.5 Million
1,025,467 New
1,025,467 $23.9 Million
Q1 2022

Apr 18, 2022

SELL
$25.76 - $29.21 $26.8 Million - $30.4 Million
-1,039,349 Closed
0 $0
Q4 2021

Feb 24, 2022

BUY
$26.63 - $29.09 $27.7 Million - $30.2 Million
1,039,349 New
1,039,349 $30.1 Million

Others Institutions Holding DFAC

About DIMENSIONAL ETF TR U S CORE EQ


  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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