Mission Wealth Management, LP Dimensional ETF Tr U S Core Eq Transaction History

Mission Wealth Management, LP

  • $4.1 Billion
  • Q3 2024

A detailed history of Mission Wealth Management, LP transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mission Wealth Management, LP holds 104,973 shares of DFAC stock, worth $3.66 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
104,973
Previous 108,092 2.89%
Holding current value
$3.66 Million
Previous $3.48 Million 3.3%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 31, 2024
SELL
$31.05 - $34.29 $96,844 - $106,950
-3,119 Reduced 2.89%
104,973 $3.6 Million
Q2 2024

Aug 02, 2024
SELL
$30.09 - $32.37 $2.08 Million - $2.24 Million
-69,219 Reduced 39.04%
108,092 $3.48 Million
Q1 2024

Apr 30, 2024
BUY
$28.62 - $31.95 $1.94 Million - $2.17 Million
67,777 Added 61.88%
177,311 $5.67 Million
Q4 2023

Feb 05, 2024
SELL
$24.91 - $29.38 $323,481 - $381,528
-12,986 Reduced 10.6%
109,534 $3.2 Million
Q3 2023

Oct 23, 2023
SELL
$26.05 - $28.22 $2,084 - $2,257
-80 Reduced 0.07%
122,520 $3.21 Million
Q2 2023

Aug 04, 2023
SELL
$24.86 - $27.15 $96,829 - $105,749
-3,895 Reduced 3.08%
122,600 $3.33 Million
Q1 2023

Apr 07, 2023
SELL
$24.18 - $26.58 $81,051 - $89,096
-3,352 Reduced 2.58%
126,495 $3.22 Million
Q4 2022

Feb 02, 2023
BUY
$22.49 - $25.81 $99,360 - $114,028
4,418 Added 3.52%
129,847 $3.15 Million
Q3 2022

Oct 12, 2022
BUY
$22.24 - $26.54 $344,408 - $410,998
15,486 Added 14.09%
125,429 $2.79 Million
Q2 2022

Jul 27, 2022
BUY
$22.75 - $27.77 $133,383 - $162,815
5,863 Added 5.63%
109,943 $2.56 Million
Q1 2022

Apr 25, 2022
BUY
$25.76 - $29.21 $145,698 - $165,211
5,656 Added 5.75%
104,080 $2.87 Million
Q4 2021

Feb 11, 2022
BUY
$26.63 - $29.09 $1.49 Million - $1.63 Million
56,076 Added 132.42%
98,424 $2.85 Million
Q3 2021

Nov 05, 2021
SELL
$26.06 - $27.9 $9,954 - $10,657
-382 Reduced 0.89%
42,348 $1.13 Million
Q2 2021

Aug 10, 2021
BUY
$25.92 - $26.98 $1.11 Million - $1.15 Million
42,730 New
42,730 $1.15 Million

Others Institutions Holding DFAC

# of Institutions
921
Shares Held
741M
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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