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 26,773 shares of DFAC stock, worth $965,434. This represents 0.12% of its overall portfolio holdings.

Number of Shares
26,773
Previous 26,757 0.06%
Holding current value
$965,434
Previous $862,000 6.5%
% of portfolio
0.12%
Previous 0.12%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$31.05 - $34.29 $496 - $548
16 Added 0.06%
26,773 $918,000
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

About DIMENSIONAL ETF TR U S CORE EQ


  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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