Optivise Advisory Services LLC Dimensional ETF Tr U S Core Eq Transaction History

Optivise Advisory Services LLC

  • $186 Billion
  • Q4 2024

A detailed history of Optivise Advisory Services LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Optivise Advisory Services LLC holds 6,447 shares of DFAC stock, worth $226,934. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,447
Previous 6,585 2.1%
Holding current value
$226,934
Previous $226 Million 1.24%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Feb 13, 2025
SELL
$33.92 - $36.6 $4,680 - $5,050
-138 Reduced 2.1%
6,447 $223 Million
Q3 2024

Nov 12, 2024
BUY
$31.05 - $34.29 $204,464 - $225,799
6,585 New
6,585 $226 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
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