A detailed history of Kathleen S. Wright Associates Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 6,335 shares of DFAC stock, worth $227,743. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,335
Previous 3,452 83.52%
Holding current value
$227,743
Previous $118,000 85.59%
% of portfolio
0.09%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025

BUY
$33.92 - $36.6 $97,791 - $105,517
2,883 Added 83.52%
6,335 $219,000
Q1 2024

Apr 17, 2024

BUY
$28.62 - $31.95 $98,796 - $110,291
3,452 New
3,452 $110,000

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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