Safeguard Investment Advisory Group, LLC Dimensional ETF Tr U S Core Eq Transaction History

Safeguard Investment Advisory Group, LLC

$350 Million
Q3 2024

A detailed history of Safeguard Investment Advisory Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 2,533,101 shares of DFAC stock, worth $92.1 Million. This represents 24.81% of its overall portfolio holdings.

Number of Shares

2,533,101

Previous 2,431,341 4.19%

Holding current value

$92.1 Million

Previous $78.4 Million 10.81%

% of portfolio

24.81%

Previous 24.37%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$31.05 - $34.29 $3.16 Million - $3.49 Million	101,760 Added 4.19%	2,533,101 $86.9 Million
Q2 2024 Aug 09, 2024	BUY	$30.09 - $32.37 $5.06 Million - $5.44 Million	168,031 Added 7.42%	2,431,341 $78.4 Million
Q1 2024 May 13, 2024	BUY	$28.62 - $31.95 $4.38 Million - $4.89 Million	153,070 Added 7.25%	2,263,310 $72.3 Million
Q4 2023 Jan 26, 2024	BUY	$24.91 - $29.38 $3.36 Million - $3.96 Million	134,915 Added 6.83%	2,110,240 $61.7 Million
Q3 2023 Nov 14, 2023	BUY	$26.05 - $28.22 $4.36 Million - $4.72 Million	167,323 Added 9.25%	1,975,325 $51.8 Million
Q2 2023 Aug 01, 2023	BUY	$24.86 - $27.15 $8.02 Million - $8.76 Million	322,530 Added 21.71%	1,808,002 $49.1 Million
Q1 2023 May 04, 2023	BUY	$24.18 - $26.58 $29.9 Million - $32.9 Million	1,238,023 Added 500.31%	1,485,472 $37.8 Million
Q4 2022 Jan 26, 2023	BUY	$22.49 - $25.81 $566,635 - $650,282	25,195 Added 11.34%	247,449 $0
Q3 2022 Oct 25, 2022	SELL	$22.24 - $26.54 $299,617 - $357,546	-13,472 Reduced 5.72%	222,254 $4.94 Million
Q2 2022 Jul 20, 2022	BUY	$22.75 - $27.77 $5.36 Million - $6.55 Million	235,726 New	235,726 $6.5 Million
Q1 2022 May 04, 2022	SELL	$25.76 - $29.21 $6.12 Million - $6.94 Million	-237,501 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$26.63 - $29.09 $22,742 - $24,842	854 Added 0.36%	237,501 $6.88 Million
Q3 2021 Oct 20, 2021	BUY	$26.06 - $27.9 $127,720 - $136,737	4,901 Added 2.11%	236,647 $6.29 Million
Q2 2021 Jul 23, 2021	BUY	$25.92 - $26.98 $6.01 Million - $6.25 Million	231,746 New	231,746 $6.25 Million

Others Institutions Holding DFAC

# of Institutions

919

Shares Held

740M

Call Options Held

76K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
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Safeguard Investment Advisory Group, LLC Dimensional ETF Tr U S Core Eq Transaction History