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

Liberty Wealth Management LLC

$504 Million
Q1 2025

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 896,019 shares of DFAC stock, worth $32.9 Million. This represents 5.86% of its overall portfolio holdings.

Number of Shares

896,019

Previous 2,716,114 67.01%

Holding current value

$32.9 Million

Previous $89.6 Million 67.01%

% of portfolio

5.86%

Previous 1.57%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$32.42 - $36.13 $59 Million - $65.8 Million	-1,820,095 Reduced 67.01%	896,019 $29.6 Million
Q1 2025 May 08, 2025	BUY	$32.42 - $36.13 $58.6 Million - $65.4 Million	1,809,024 Added 199.43%	2,716,114 $89.6 Million
Q4 2024 Feb 07, 2025	SELL	$33.92 - $36.6 $164,986 - $178,022	-4,864 Reduced 0.53%	907,090 $31.4 Million
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

1,110

Shares Held

820M

Call Options Held

46.6K

Put Options Held

600

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About DIMENSIONAL ETF TR U S CORE EQ

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