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

Mowery & Schoenfeld Wealth Management, LLC

  • $51.9 Billion
  • Q1 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 153,895 shares of DFAC stock, worth $4.96 Million. This represents 9.48% of its overall portfolio holdings.

Number of Shares
153,895
Previous 151,529 1.56%
Holding current value
$4.96 Million
Previous $4.43 Billion 11.01%
% of portfolio
9.48%
Previous 8.95%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
839
Shares Held
680M
Call Options Held
0
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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