Liberty Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Liberty Wealth Management LLC holds 911,954 shares of DFAC stock, worth $32.7 Million. This represents 5.49% of its overall portfolio holdings.

Number of Shares
911,954
Previous 1,691,387 46.08%
Holding current value
$32.7 Million
Previous $28.9 Million 8.04%
% of portfolio
5.49%
Previous 5.31%

Shares

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

Nov 01, 2024
SELL
$31.05 - $34.29 $24.2 Million - $26.7 Million
-779,433 Reduced 46.08%
911,954 $31.3 Million
Q2 2024

Aug 06, 2024
BUY
$30.09 - $32.37 $23.7 Million - $25.5 Million
786,938 Added 87.01%
1,691,387 $28.9 Million
Q1 2024

May 02, 2024
SELL
$28.62 - $31.95 $819,447 - $914,792
-28,632 Reduced 3.07%
904,449 $28.9 Million
Q4 2023

Feb 08, 2024
SELL
$24.91 - $29.38 $472,841 - $557,691
-18,982 Reduced 1.99%
933,081 $27.3 Million
Q3 2023

Nov 13, 2023
SELL
$26.05 - $28.22 $609,439 - $660,206
-23,395 Reduced 2.4%
952,063 $24.9 Million
Q2 2023

Aug 10, 2023
SELL
$24.86 - $27.15 $4.11 Million - $4.49 Million
-165,416 Reduced 14.5%
975,458 $26.5 Million
Q1 2023

May 03, 2023
BUY
$24.18 - $26.58 $688,694 - $757,051
28,482 Added 2.56%
1,140,874 $29.1 Million
Q3 2022

Nov 15, 2022
BUY
$22.24 - $26.54 $22.5 Million - $26.8 Million
1,011,195 Added 999.23%
1,112,392 $24.7 Million
Q2 2022

Aug 15, 2022
BUY
$22.75 - $27.77 $32,669 - $39,877
1,436 Added 1.44%
101,197 $2.36 Million
Q1 2022

May 09, 2022
BUY
$25.76 - $29.21 $1.71 Million - $1.94 Million
66,368 Added 198.75%
99,761 $2.71 Million
Q4 2021

Feb 15, 2022
BUY
$26.63 - $29.09 $74,137 - $80,986
2,784 Added 9.1%
33,393 $967,000
Q3 2021

Nov 15, 2021
BUY
$26.06 - $27.9 $1,172 - $1,255
45 Added 0.15%
30,609 $813,000
Q2 2021

Aug 13, 2021
SELL
$25.92 - $26.98 $20.6 Million - $21.4 Million
-794,057 Reduced 96.29%
30,564 $825,000
Q2 2021

Aug 13, 2021
BUY
$25.92 - $26.98 $21.4 Million - $22.2 Million
824,621 New
824,621 $30.6 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
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