Sar Wealth Management Group, LLC Dimensional ETF Tr U S Core Eq Transaction History

Sar Wealth Management Group, LLC

  • $149 Billion
  • Q4 2024

A detailed history of Sar Wealth Management Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 20,358 shares of DFAC stock, worth $681,585. This represents 0.47% of its overall portfolio holdings.

Number of Shares
20,358
Previous 20,299 0.29%
Holding current value
$681,585
Previous $696 Million 1.17%
% of portfolio
0.47%
Previous 0.46%

Shares

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

Jan 15, 2025
BUY
$33.92 - $36.6 $2,001 - $2,159
59 Added 0.29%
20,358 $704 Million
Q3 2024

Oct 17, 2024
BUY
$31.05 - $34.29 $1,738 - $1,920
56 Added 0.28%
20,299 $696 Million
Q2 2024

Jul 15, 2024
SELL
$30.09 - $32.37 $97,250 - $104,619
-3,232 Reduced 13.77%
20,243 $653 Million
Q1 2024

Apr 15, 2024
SELL
$28.62 - $31.95 $134,141 - $149,749
-4,687 Reduced 16.64%
23,475 $750 Million
Q4 2023

Feb 12, 2024
BUY
$24.91 - $29.38 $701,515 - $827,399
28,162 New
28,162 $823 Million

Others Institutions Holding DFAC

# of Institutions
1,064
Shares Held
799M
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
Track This Portfolio

Track Sar Wealth Management Group, LLC Portfolio

Follow Sar Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Sar Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email