Mowery & Schoenfeld Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History

Mowery & Schoenfeld Wealth Management, LLC

$63.3 Billion
Q3 2024

A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 215,986 shares of DFAC stock, worth $7.68 Million. This represents 11.7% of its overall portfolio holdings.

Number of Shares

215,986

Previous 220,835 2.2%

Holding current value

$7.68 Million

Previous $7.12 Billion 4.02%

% of portfolio

11.7%

Previous 10.22%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$31.05 - $34.29 $150,561 - $166,272	-4,849 Reduced 2.2%	215,986 $7.41 Billion
Q2 2024 Aug 14, 2024	BUY	$30.09 - $32.37 $2.01 Million - $2.17 Million	66,940 Added 43.5%	220,835 $7.12 Billion
Q1 2024 May 14, 2024	BUY	$28.62 - $31.95 $67,714 - $75,593	2,366 Added 1.56%	153,895 $4.92 Billion
Q4 2023 May 14, 2024	BUY	$24.91 - $29.38 $3.77 Million - $4.45 Million	151,529 New	151,529 $4.43 Billion

Others Institutions Holding DFAC

# of Institutions

920

Shares Held

741M

Call Options Held

76K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mowery & Schoenfeld Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mowery & Schoenfeld Wealth Management, LLC with notifications on news.

Account

Mowery & Schoenfeld Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History