Leonard Rickey Investment Advisors P.L.L.C. Dimensional ETF Tr U S Core Eq Transaction History

Leonard Rickey Investment Advisors P.L.L.C.

$523 Million
Q3 2025

A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 918,611 shares of DFAC stock, worth $35.5 Million. This represents 6.77% of its overall portfolio holdings.

Number of Shares

918,611

Previous 940,232 2.3%

Holding current value

$35.5 Million

Previous $33.7 Million 5.14%

% of portfolio

6.77%

Previous 6.82%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$36.04 - $38.78 $779,220 - $838,462	-21,621 Reduced 2.3%	918,611 $35.4 Million
Q2 2025 Jul 14, 2025	BUY	$29.12 - $35.84 $233,629 - $287,544	8,023 Added 0.86%	940,232 $33.7 Million
Q1 2025 Apr 15, 2025	BUY	$32.42 - $36.13 $29.9 Million - $33.4 Million	923,797 Added 10981.89%	932,209 $30.6 Million
Q4 2024 Jan 16, 2025	BUY	$33.92 - $36.6 $21,267 - $22,948	627 Added 8.05%	8,412 $291,000
Q3 2024 Oct 15, 2024	SELL	$31.05 - $34.29 $558 - $617	-18 Reduced 0.23%	7,785 $266,000
Q2 2024 Jul 24, 2024	BUY	$30.09 - $32.37 $234,792 - $252,583	7,803 New	7,803 $251,000

Others Institutions Holding DFAC

# of Institutions

1,177

Shares Held

809M

Call Options Held

10.4K

Put Options Held

20.1K

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Leonard Rickey Investment Advisors P.L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Leonard Rickey Investment Advisors P.L.L.C. with notifications on news.

Account

Leonard Rickey Investment Advisors P.L.L.C. Dimensional ETF Tr U S Core Eq Transaction History