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

Foster Victor Wealth Advisors, LLC

  • $1.1 Billion
  • Q1 2024

A detailed history of Foster Victor Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 16,879 shares of DFAC stock, worth $548,398. This represents 0.05% of its overall portfolio holdings.

Number of Shares
16,879
Previous 16,844 0.21%
Holding current value
$548,398
Previous $492,000 9.55%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Apr 26, 2024
BUY
$28.62 - $31.95 $1,001 - $1,118
35 Added 0.21%
16,879 $539,000
Q4 2023

Jan 19, 2024
BUY
$24.91 - $29.38 $1,469 - $1,733
59 Added 0.35%
16,844 $492,000
Q3 2023

Oct 13, 2023
BUY
$26.05 - $28.22 $1,615 - $1,749
62 Added 0.37%
16,785 $439,000
Q2 2023

Jul 14, 2023
BUY
$24.86 - $27.15 $1,441 - $1,574
58 Added 0.35%
16,723 $454,000
Q1 2023

Apr 20, 2023
SELL
$24.18 - $26.58 $3,167 - $3,481
-131 Reduced 0.78%
16,665 $424,000
Q4 2022

Jan 27, 2023
BUY
$23.74 - $25.81 $6,053 - $6,581
255 Added 1.54%
16,796 $0
Q3 2022

Oct 24, 2022
BUY
$22.74 - $26.54 $1,455 - $1,698
64 Added 0.39%
16,541 $387,000
Q2 2022

Jul 19, 2022
BUY
$22.75 - $27.77 $374,851 - $457,566
16,477 New
16,477 $388,000
Q1 2022

Apr 14, 2022
SELL
$25.76 - $29.21 $421,923 - $478,430
-16,379 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
$26.63 - $29.09 $1,757 - $1,919
66 Added 0.4%
16,379 $472,000
Q3 2021

Oct 08, 2021
BUY
$26.06 - $27.9 $425,116 - $455,132
16,313 New
16,313 $433,000

Others Institutions Holding DFAC

# of Institutions
841
Shares Held
680M
Call Options Held
0
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
Track This Portfolio

Track Foster Victor Wealth Advisors, LLC Portfolio

Follow Foster Victor Wealth Advisors, LLC 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 Foster Victor Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foster Victor Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email