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

Kathleen S. Wright Associates Inc.

  • $246 Million
  • Q3 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 9,080 shares of DFCF stock, worth $374,368. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,080
Previous 8,070 12.52%
Holding current value
$374,368
Previous $335,000 17.01%
% of portfolio
0.16%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
332
Shares Held
88.3M
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
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