Holistic Financial Partners Dimensional ETF Tr U S Core Eq Transaction History

Holistic Financial Partners

  • $237 Million
  • Q3 2025

A detailed history of Holistic Financial Partners transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Holistic Financial Partners holds 8,696 shares of DFAC stock, worth $335,926. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,696
Previous 8,671 0.29%
Holding current value
$335,926
Previous $310,000 8.06%
% of portfolio
0.14%
Previous 0.14%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$36.04 - $38.78 $901 - $969
25 Added 0.29%
8,696 $335,000
Q2 2025

Aug 05, 2025
BUY
$29.12 - $35.84 $728 - $896
25 Added 0.29%
8,671 $310,000
Q1 2025

May 06, 2025
SELL
$32.42 - $36.13 $648 - $722
-20 Reduced 0.23%
8,646 $285,000
Q4 2024

Feb 04, 2025
BUY
$33.92 - $36.6 $848 - $915
25 Added 0.29%
8,666 $299,000
Q3 2024

Nov 07, 2024
SELL
$31.05 - $34.29 $341 - $377
-11 Reduced 0.13%
8,641 $296,000
Q2 2024

Jul 30, 2024
BUY
$30.09 - $32.37 $601 - $647
20 Added 0.23%
8,652 $278,000
Q1 2024

May 08, 2024
SELL
$28.62 - $31.95 $2,862 - $3,195
-100 Reduced 1.15%
8,632 $275,000
Q4 2023

Feb 12, 2024
SELL
$24.91 - $29.38 $1,644 - $1,939
-66 Reduced 0.75%
8,732 $255,000
Q3 2023

Nov 08, 2023
SELL
$26.05 - $28.22 $2,787 - $3,019
-107 Reduced 1.2%
8,798 $230,000
Q2 2023

Aug 09, 2023
BUY
$24.86 - $27.15 $671 - $733
27 Added 0.3%
8,905 $241,000
Q1 2023

May 04, 2023
BUY
$24.18 - $26.58 $507 - $558
21 Added 0.24%
8,878 $226,000
Q4 2022

Feb 07, 2023
BUY
$22.49 - $25.81 $199,193 - $228,599
8,857 New
8,857 $215,000

Others Institutions Holding DFAC

# of Institutions
1,176
Shares Held
809M
Call Options Held
10.4K
Put Options Held
20.1K
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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