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

Mowery & Schoenfeld Wealth Management, LLC

$51 Billion
Q1 2025

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 98,367 shares of DFAC stock, worth $3.59 Million. This represents 6.36% of its overall portfolio holdings.

Number of Shares

98,367

Previous 98,209 0.16%

Holding current value

$3.59 Million

Previous $3.4 Billion 4.47%

% of portfolio

6.36%

Previous 6.61%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$32.42 - $36.13 $5,122 - $5,708	158 Added 0.16%	98,367 $3.25 Billion
Q4 2024 Feb 10, 2025	SELL	$33.92 - $36.6 $3.99 Million - $4.31 Million	-117,777 Reduced 54.53%	98,209 $3.4 Billion
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

1,098

Shares Held

816M

Call Options Held

46.6K

Put Options Held

600

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