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

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Modern Wealth Management, LLC holds 11,468 shares of DFAC stock, worth $408,031. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,468
Previous 11,639 1.47%
Holding current value
$408,031
Previous $399 Million 2.73%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Feb 11, 2025
SELL
$33.92 - $36.6 $5,800 - $6,258
-171 Reduced 1.47%
11,468 $410 Million
Q3 2024

Nov 05, 2024
SELL
$31.05 - $34.29 $36,204 - $39,982
-1,166 Reduced 9.11%
11,639 $399 Million
Q2 2024

Aug 07, 2024
BUY
$30.09 - $32.37 $385,302 - $414,497
12,805 New
12,805 $413 Million

Others Institutions Holding DFAC

# of Institutions
1,000
Shares Held
773M
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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