Institute For Wealth Management, Llc. Dimensional ETF Tr U S Core Eq Transaction History

Institute For Wealth Management, Llc.

  • $737 Million
  • Q2 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 26,757 shares of DFAC stock, worth $913,216. This represents 0.12% of its overall portfolio holdings.

Number of Shares
26,757
Previous 26,757 -0.0%
Holding current value
$913,216
Previous $854,000 0.94%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Apr 30, 2024
BUY
$28.62 - $31.95 $765,785 - $854,886
26,757 New
26,757 $854,000
Q2 2022

Jul 25, 2022
SELL
$22.75 - $27.77 $167,167 - $204,053
-7,348 Closed
0 $0
Q1 2022

Apr 29, 2022
SELL
$25.76 - $29.21 $1,674 - $1,898
-65 Reduced 0.88%
7,348 $203,000
Q4 2021

Jan 21, 2022
BUY
$26.63 - $29.09 $197,408 - $215,644
7,413 New
7,413 $215,000
Q3 2021

Nov 15, 2021
SELL
$26.06 - $27.9 $193,182 - $206,822
-7,413 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$25.92 - $26.98 $192,144 - $200,002
7,413 New
7,413 $200,000

Others Institutions Holding DFAC

# of Institutions
900
Shares Held
721M
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
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