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

M Wealth Management, LLC

  • $108 Billion
  • Q2 2025

A detailed history of M Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, M Wealth Management, LLC holds 133,617 shares of DFAC stock, worth $5.12 Million. This represents 4.42% of its overall portfolio holdings.

Number of Shares
133,617
Previous 141,574 5.62%
Holding current value
$5.12 Million
Previous $4.67 Billion 2.53%
% of portfolio
4.42%
Previous 4.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$29.12 - $35.84 $231,707 - $285,178
-7,957 Reduced 5.62%
133,617 $4.79 Billion
Q1 2025

May 14, 2025
SELL
$32.42 - $36.13 $234,720 - $261,581
-7,240 Reduced 4.87%
141,574 $4.67 Billion
Q4 2024

Jan 23, 2025
BUY
$33.92 - $36.6 $5.05 Million - $5.45 Million
148,814 New
148,814 $5.15 Billion

Others Institutions Holding DFAC

# of Institutions
1,134
Shares Held
834M
Call Options Held
36.6K
Put Options Held
7.1K
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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