Kathleen S. Wright Associates Inc. Dimensional ETF Tr Core Fxd In Transaction History

Kathleen S. Wright Associates Inc.

  • $242 Million
  • Q4 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 13,199 shares of DFCF stock, worth $556,469. This represents 0.22% of its overall portfolio holdings.

Number of Shares
13,199
Previous 9,080 45.36%
Holding current value
$556,469
Previous $392,000 39.03%
% of portfolio
0.22%
Previous 0.16%

Shares

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

Jan 24, 2025
BUY
$41.17 - $43.34 $169,579 - $178,517
4,119 Added 45.36%
13,199 $545,000
Q3 2024

Oct 11, 2024
BUY
$41.34 - $43.55 $41,753 - $43,985
1,010 Added 12.52%
9,080 $392,000
Q2 2024

Jul 17, 2024
BUY
$40.79 - $41.97 $133,383 - $137,241
3,270 Added 68.13%
8,070 $335,000
Q4 2023

Jan 31, 2024
SELL
$39.52 - $42.54 $110,656 - $119,112
-2,800 Reduced 36.84%
4,800 $203,000
Q2 2023

Jul 20, 2023
BUY
$41.55 - $42.94 $315,780 - $326,344
7,600 New
7,600 $317,000

Others Institutions Holding DFCF

# of Institutions
407
Shares Held
3.56B
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

DFCF Quotes by TradingView
  • Ticker DFCF
  • Sector ETFs
  • Industry ETFs
More about DFCF
Track This Portfolio

Track Kathleen S. Wright Associates Inc. Portfolio

Follow Kathleen S. Wright Associates Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kathleen S. Wright Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kathleen S. Wright Associates Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email