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 $548,550. This represents 0.22% of its overall portfolio holdings.

Number of Shares

13,199

Previous 9,080 45.36%

Holding current value

$548,550

Previous $392,000 39.03%

% of portfolio

0.22%

Previous 0.16%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

371

Shares Held

3.55B

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

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