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

Mission Wealth Management, LP

  • $4.24 Billion
  • Q4 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 479,164 shares of DFAC stock, worth $16.9 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
479,164
Previous 104,973 356.46%
Holding current value
$16.9 Million
Previous $3.6 Million 360.66%
% of portfolio
0.39%
Previous 0.09%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$33.92 - $36.6 $12.7 Million - $13.7 Million
374,191 Added 356.46%
479,164 $16.6 Million
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
1,054
Shares Held
797M
Call Options Held
40K
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
Track This Portfolio

Track Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP 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 Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email