Foundations Investment Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History

Foundations Investment Advisors, LLC

$5.1 Billion
Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 196,787 shares of DFAC stock, worth $7.21 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

196,787

Previous 41,446 374.8%

Holding current value

$7.21 Million

Previous $1.43 Million 352.72%

% of portfolio

0.13%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$32.42 - $36.13 $5.04 Million - $5.61 Million	155,341 Added 374.8%	196,787 $6.49 Million
Q4 2024 Jan 22, 2025	BUY	$33.92 - $36.6 $560,968 - $605,290	16,538 Added 66.4%	41,446 $1.43 Million
Q3 2024 Oct 21, 2024	BUY	$31.05 - $34.29 $273,612 - $302,163	8,812 Added 54.75%	24,908 $854,000
Q2 2024 Aug 02, 2024	BUY	$30.09 - $32.37 $65,776 - $70,760	2,186 Added 15.72%	16,096 $518,000
Q1 2024 May 13, 2024	BUY	$28.62 - $31.95 $372 - $415	13 Added 0.09%	13,910 $444,000
Q4 2023 Feb 08, 2024	BUY	$24.91 - $29.38 $548 - $646	22 Added 0.16%	13,897 $406,000
Q3 2023 Oct 05, 2023	SELL	$26.05 - $28.22 $34,333 - $37,193	-1,318 Reduced 8.68%	13,875 $363,000
Q2 2023 Jul 19, 2023	BUY	$24.86 - $27.15 $35,972 - $39,286	1,447 Added 10.53%	15,193 $412,000
Q1 2023 Apr 25, 2023	BUY	$24.18 - $26.58 $338 - $372	14 Added 0.1%	13,746 $350,000
Q4 2022 Jan 11, 2023	BUY	$22.49 - $25.81 $719 - $825	32 Added 0.23%	13,732 $0
Q3 2022 Oct 19, 2022	BUY	$22.24 - $26.54 $533 - $636	24 Added 0.18%	13,700 $305,000
Q2 2022 Jul 08, 2022	BUY	$22.75 - $27.77 $112,157 - $136,906	4,930 Added 56.37%	13,676 $322,000
Q1 2022 Apr 19, 2022	BUY	$25.76 - $29.21 $360 - $408	14 Added 0.16%	8,746 $235,000
Q4 2021 Jan 21, 2022	BUY	$26.63 - $29.09 $665 - $727	25 Added 0.29%	8,732 $251,000
Q2 2021 Jul 14, 2021	BUY	$25.92 - $26.98 $225,685 - $234,914	8,707 New	8,707 $235,000

Others Institutions Holding DFAC

# of Institutions

1,113

Shares Held

829M

Call Options Held

46.6K

Put Options Held

600

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Account

Foundations Investment Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History