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

Institute For Wealth Management, Llc.

$763 Million
Q1 2025

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 26,804 shares of DFAC stock, worth $928,758. This represents 0.12% of its overall portfolio holdings.

Number of Shares

26,804

Previous 26,789 0.06%

Holding current value

$928,758

Previous $926,000 4.54%

% of portfolio

0.12%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$32.42 - $36.13 $486 - $541	15 Added 0.06%	26,804 $884,000
Q4 2024 Jan 23, 2025	BUY	$33.92 - $36.6 $542 - $585	16 Added 0.06%	26,789 $926,000
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

# of Institutions

1,092

Shares Held

814M

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

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