Liberty Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Liberty Wealth Management LLC holds 304,428 shares of DFCF stock, worth $12.7 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares
304,428
Previous 893,974 65.95%
Holding current value
$12.7 Million
Previous $12.4 Million 6.27%
% of portfolio
2.31%
Previous 2.27%

Shares

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

Nov 01, 2024
SELL
$41.34 - $43.55 $24.4 Million - $25.7 Million
-589,546 Reduced 65.95%
304,428 $13.1 Million
Q2 2024

Aug 06, 2024
BUY
$40.79 - $41.97 $24.5 Million - $25.2 Million
600,651 Added 204.77%
893,974 $12.4 Million
Q1 2024

May 02, 2024
BUY
$41.54 - $42.6 $54,708 - $56,104
1,317 Added 0.45%
293,323 $12.3 Million
Q4 2023

Feb 08, 2024
BUY
$39.52 - $42.54 $11.5 Million - $12.4 Million
292,006 New
292,006 $12.4 Million

Others Institutions Holding DFCF

# of Institutions
329
Shares Held
87.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

DFCF Quotes by TradingView
  • Ticker DFCF
  • Sector ETFs
  • Industry ETFs
More about DFCF
Track This Portfolio

Track Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management LLC 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 Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email