Jp Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History

Jp Wealth Management, Inc.

  • $124 Billion
  • Q1 2025

A detailed history of Jp Wealth Management, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Jp Wealth Management, Inc. holds 856,169 shares of DFAC stock, worth $27.5 Million. This represents 22.76% of its overall portfolio holdings.

Number of Shares
856,169
Previous 838,892 2.06%
Holding current value
$27.5 Million
Previous $29 Billion 2.66%
% of portfolio
22.76%
Previous 21.31%

Shares

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

Apr 18, 2025
BUY
$32.42 - $36.13 $560,120 - $624,218
17,277 Added 2.06%
856,169 $28.2 Billion
Q4 2024

Jan 24, 2025
BUY
$33.92 - $36.6 $28.5 Million - $30.7 Million
838,892 New
838,892 $29 Billion

Others Institutions Holding DFAC

# of Institutions
1,069
Shares Held
807M
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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