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

Iron Horse Wealth Management, LLC

$270 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 22, 2024	BUY	$30.09 - $32.37 $0 - $0	0 New	0 $0
Q1 2024 Apr 17, 2024	BUY	$28.62 - $31.95 $0 - $0	0 New	0 $0
Q4 2023 Jan 22, 2024	BUY	$24.91 - $29.38 $0 - $0	0 New	0 $0
Q3 2023 Oct 18, 2023	BUY	$26.05 - $28.22 $0 - $0	0 New	0 $0
Q2 2023 Aug 01, 2023	BUY	$24.86 - $27.15 $0 - $0	0 New	0 $0
Q1 2023 May 01, 2023	BUY	$24.18 - $26.58 $0 - $0	0 New	0 $0
Q4 2022 Jan 19, 2023	BUY	$22.49 - $25.81 $0 - $0	0 New	0 $0
Q3 2022 Oct 12, 2022	SELL	$22.24 - $26.54 $30,046 - $35,855	-1,351 Closed	0 $0
Q2 2022 Aug 04, 2022	BUY	$22.75 - $27.77 $30,735 - $37,517	1,351 New	1,351 $31,000
Q1 2022 Apr 11, 2022	SELL	$25.76 - $29.21 $34,801 - $39,462	-1,351 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$25.92 - $26.98 $35,017 - $36,449	1,351 New	1,351 $36,000

Others Institutions Holding DFAC

# of Institutions

919

Shares Held

740M

Call Options Held

76K

Put Options Held

0

Envestnet Asset Management Inc

56.6M
Shares

$2.06 Billion
0.64% of portfolio
Mercer Global Advisors Inc Denver, CO

50.1M
Shares

$1.82 Billion
3.76% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.37 Billion
24.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.36 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$645 Million
0.28% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

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