Kerntke Otto Mc Glone Wealth Management Group Dimensional ETF Tr U S Core Eq Transaction History

Kerntke Otto Mc Glone Wealth Management Group

  • $118 Million
  • Q3 2024

A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 410,241 shares of DFAC stock, worth $14.8 Million. This represents 11.89% of its overall portfolio holdings.

Number of Shares
410,241
Previous 386,820 6.05%
Holding current value
$14.8 Million
Previous $12.5 Million 12.8%
% of portfolio
11.89%
Previous 11.65%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$31.05 - $34.29 $727,222 - $803,106
23,421 Added 6.05%
410,241 $14.1 Million
Q2 2024

Aug 14, 2024
BUY
$30.09 - $32.37 $1.28 Million - $1.38 Million
42,550 Added 12.36%
386,820 $12.5 Million
Q1 2024

May 10, 2024
BUY
$28.62 - $31.95 $1.58 Million - $1.76 Million
55,049 Added 19.03%
344,270 $11 Million
Q4 2023

Feb 06, 2024
BUY
$24.91 - $29.38 $171,779 - $202,604
6,896 Added 2.44%
289,221 $8.45 Million
Q3 2023

Nov 13, 2023
BUY
$26.05 - $28.22 $229,656 - $248,787
8,816 Added 3.22%
282,325 $7.4 Million
Q2 2023

Aug 09, 2023
BUY
$24.86 - $27.15 $436,268 - $476,455
17,549 Added 6.86%
273,509 $7.43 Million
Q1 2023

May 04, 2023
BUY
$24.18 - $26.58 $5.15 Million - $5.67 Million
213,150 Added 497.9%
255,960 $6.52 Million
Q4 2022

Feb 14, 2023
SELL
$22.49 - $25.81 $25,166 - $28,881
-1,119 Reduced 2.55%
42,810 $1.04 Million
Q3 2022

Nov 14, 2022
BUY
$22.24 - $26.54 $66,808 - $79,726
3,004 Added 7.34%
43,929 $977,000
Q2 2022

Aug 12, 2022
SELL
$22.75 - $27.77 $21,635 - $26,409
-951 Reduced 2.27%
40,925 $954,000
Q1 2022

May 16, 2022
BUY
$25.76 - $29.21 $13,678 - $15,510
531 Added 1.28%
41,876 $1.16 Million
Q4 2021

Feb 14, 2022
BUY
$26.63 - $29.09 $139,168 - $152,024
5,226 Added 14.47%
41,345 $1.2 Million
Q3 2021

Nov 09, 2021
SELL
$26.06 - $27.9 $6.19 Million - $6.63 Million
-237,671 Reduced 86.81%
36,119 $960,000
Q2 2021

Aug 04, 2021
BUY
$25.92 - $26.98 $7.1 Million - $7.39 Million
273,790 New
273,790 $7.39 Million

Others Institutions Holding DFAC

# of Institutions
917
Shares Held
740M
Call Options Held
76K
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
Track This Portfolio

Track Kerntke Otto Mc Glone Wealth Management Group Portfolio

Follow Kerntke Otto Mc Glone Wealth Management Group 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 Kerntke Otto Mc Glone Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Kerntke Otto Mc Glone Wealth Management Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email