Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

  • $413 Million
  • Q1 2025

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 127,736 shares of DFAC stock, worth $4.43 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
127,736
Previous 121,738 4.93%
Holding current value
$4.43 Million
Previous $4.21 Million 0.05%
% of portfolio
1.02%
Previous 1.06%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$32.42 - $36.13 $194,455 - $216,707
5,998 Added 4.93%
127,736 $4.21 Million
Q4 2024

Feb 07, 2025
SELL
$33.92 - $36.6 $47,996 - $51,789
-1,415 Reduced 1.15%
121,738 $4.21 Million
Q3 2024

Nov 08, 2024
BUY
$31.05 - $34.29 $152,424 - $168,329
4,909 Added 4.15%
123,153 $4.22 Million
Q2 2024

Aug 02, 2024
SELL
$30.09 - $32.37 $3.62 Million - $3.89 Million
-120,244 Reduced 50.42%
118,244 $3.81 Million
Q1 2024

May 03, 2024
BUY
$28.62 - $31.95 $61,790 - $68,980
2,159 Added 0.91%
238,488 $7.62 Million
Q4 2023

Feb 02, 2024
BUY
$24.91 - $29.38 $366,675 - $432,473
14,720 Added 6.64%
236,329 $6.91 Million
Q3 2023

Nov 03, 2023
SELL
$26.05 - $28.22 $113,968 - $123,462
-4,375 Reduced 1.94%
221,609 $5.81 Million
Q2 2023

Aug 11, 2023
BUY
$24.86 - $27.15 $1.58 Million - $1.72 Million
63,375 Added 38.97%
225,984 $6.14 Million
Q1 2023

Apr 27, 2023
BUY
$24.18 - $26.58 $135,021 - $148,422
5,584 Added 3.56%
162,609 $4.14 Million
Q4 2022

Feb 08, 2023
SELL
$22.49 - $25.81 $8,343 - $9,575
-371 Reduced 0.24%
157,025 $3.81 Million
Q3 2022

Nov 04, 2022
SELL
$22.24 - $26.54 $94,964 - $113,325
-4,270 Reduced 2.64%
157,396 $3.5 Million
Q2 2022

Aug 09, 2022
SELL
$22.75 - $27.77 $14,105 - $17,217
-620 Reduced 0.38%
161,666 $3.77 Million
Q1 2022

May 11, 2022
BUY
$25.76 - $29.21 $173,931 - $197,225
6,752 Added 4.34%
162,286 $4.48 Million
Q4 2021

Feb 08, 2022
BUY
$26.63 - $29.09 $277,324 - $302,943
10,414 Added 7.18%
155,534 $4.51 Million
Q3 2021

Oct 21, 2021
BUY
$26.06 - $27.9 $198,707 - $212,737
7,625 Added 5.55%
145,120 $3.86 Million
Q2 2021

Jul 28, 2021
BUY
$25.92 - $26.98 $3.56 Million - $3.71 Million
137,495 New
137,495 $3.71 Million

Others Institutions Holding DFAC

# of Institutions
1,093
Shares Held
814M
Call Options Held
46.6K
Put Options Held
600
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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