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

Kerntke Otto Mc Glone Wealth Management Group

  • $115 Million
  • Q1 2025

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 145,303 shares of DFAC stock, worth $4.69 Million. This represents 4.18% of its overall portfolio holdings.

Number of Shares
145,303
Previous 455,196 68.08%
Holding current value
$4.69 Million
Previous $15.7 Million 69.57%
% of portfolio
4.18%
Previous 12.12%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$32.42 - $36.13 $10 Million - $11.2 Million
-309,893 Reduced 68.08%
145,303 $4.79 Million
Q4 2024

Feb 14, 2025
BUY
$33.92 - $36.6 $1.52 Million - $1.65 Million
44,955 Added 10.96%
455,196 $15.7 Million
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
1,078
Shares Held
804M
Call Options Held
40K
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
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