Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Core Fxd In Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

$392 Million
Q3 2024

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 70,282 shares of DFCF stock, worth $2.96 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

70,282

Previous 32,602 115.58%

Holding current value

$2.96 Million

Previous $1.35 Million 124.15%

% of portfolio

0.77%

Previous 0.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$41.34 - $43.55 $1.56 Million - $1.64 Million	37,680 Added 115.58%	70,282 $3.04 Million
Q2 2024 Aug 02, 2024	BUY	$40.79 - $41.97 $182,453 - $187,731	4,473 Added 15.9%	32,602 $1.35 Million
Q1 2024 May 03, 2024	BUY	$41.54 - $42.6 $187,179 - $191,955	4,506 Added 19.07%	28,129 $1.18 Million
Q4 2023 Feb 02, 2024	BUY	$39.52 - $42.54 $160,490 - $172,754	4,061 Added 20.76%	23,623 $1 Million
Q3 2023 Nov 03, 2023	BUY	$40.3 - $42.05 $164,383 - $171,521	4,079 Added 26.35%	19,562 $789,000
Q2 2023 Aug 11, 2023	BUY	$41.55 - $42.94 $429,045 - $443,398	10,326 Added 200.23%	15,483 $646,000
Q1 2023 Apr 27, 2023	BUY	$41.26 - $43.27 $212,777 - $223,143	5,157 New	5,157 $219,000

Others Institutions Holding DFCF

# of Institutions

325

Shares Held

92.4M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwarz Dygos Wheeler Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwarz Dygos Wheeler Investment Advisors LLC with notifications on news.

Account

Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Core Fxd In Transaction History