Horizon Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History

Horizon Wealth Management, LLC

  • $590 Million
  • Q1 2025

A detailed history of Horizon Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 10,554 shares of DFAC stock, worth $346,171. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,554
Previous 10,842 2.66%
Holding current value
$346,171
Previous $375,000 7.73%
% of portfolio
0.06%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
SELL
$32.42 - $36.13 $9,336 - $10,405
-288 Reduced 2.66%
10,554 $346,000
Q4 2024

Jan 13, 2025
BUY
$33.92 - $36.6 $53,966 - $58,230
1,591 Added 17.2%
10,842 $375,000
Q3 2024

Oct 16, 2024
SELL
$31.05 - $34.29 $4,812 - $5,314
-155 Reduced 1.65%
9,251 $317,000
Q2 2024

Jul 19, 2024
SELL
$30.09 - $32.37 $105,555 - $113,553
-3,508 Reduced 27.16%
9,406 $303,000
Q1 2024

Apr 18, 2024
BUY
$28.62 - $31.95 $75,241 - $83,996
2,629 Added 25.56%
12,914 $412,000
Q4 2023

Jan 22, 2024
BUY
$24.91 - $29.38 $473 - $558
19 Added 0.19%
10,285 $300,000
Q3 2023

Oct 24, 2023
SELL
$26.05 - $28.22 $3,047 - $3,301
-117 Reduced 1.13%
10,266 $268,000
Q2 2023

Jul 31, 2023
BUY
$24.86 - $27.15 $447 - $488
18 Added 0.17%
10,383 $281,000
Q1 2023

May 11, 2023
BUY
$24.18 - $26.58 $290 - $318
12 Added 0.12%
10,365 $264,000
Q4 2022

Feb 09, 2023
BUY
$22.49 - $25.81 $607 - $696
27 Added 0.26%
10,353 $251,000
Q3 2022

Nov 18, 2022
BUY
$22.24 - $26.54 $444 - $530
20 Added 0.19%
10,326 $230,000
Q2 2022

Aug 02, 2022
BUY
$22.75 - $27.77 $234,461 - $286,197
10,306 New
10,306 $240,000

Others Institutions Holding DFAC

# of Institutions
1,065
Shares Held
801M
Call Options Held
40K
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
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