Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History

Shanker Valleau Wealth Advisors, Inc.

  • $234 Million
  • Q2 2024

A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 2,181,940 shares of DFAC stock, worth $74 Million. This represents 30.11% of its overall portfolio holdings.

Number of Shares
2,181,940
Previous 2,206,885 1.13%
Holding current value
$74 Million
Previous $70.5 Million 0.23%
% of portfolio
30.11%
Previous 32.45%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024
SELL
$30.09 - $32.37 $750,595 - $807,469
-24,945 Reduced 1.13%
2,181,940 $70.3 Million
Q1 2024

Apr 17, 2024
SELL
$28.62 - $31.95 $941,741 - $1.05 Million
-32,905 Reduced 1.47%
2,206,885 $70.5 Million
Q4 2023

Jan 11, 2024
SELL
$24.91 - $29.38 $93,935 - $110,791
-3,771 Reduced 0.17%
2,239,790 $65.5 Million
Q3 2023

Oct 12, 2023
BUY
$26.05 - $28.22 $175,603 - $190,231
6,741 Added 0.3%
2,243,561 $58.8 Million
Q2 2023

Jul 12, 2023
SELL
$24.86 - $27.15 $1.66 Million - $1.81 Million
-66,655 Reduced 2.89%
2,236,820 $60.7 Million
Q1 2023

Apr 17, 2023
BUY
$24.18 - $26.58 $1.33 Million - $1.46 Million
54,943 Added 2.44%
2,303,475 $58.7 Million
Q4 2022

Jan 12, 2023
SELL
$22.49 - $25.81 $1.83 Million - $2.1 Million
-81,415 Reduced 3.49%
2,248,532 $0
Q3 2022

Oct 05, 2022
SELL
$22.24 - $26.54 $1.53 Million - $1.83 Million
-68,833 Reduced 2.87%
2,329,947 $51.8 Million
Q2 2022

Jul 08, 2022
BUY
$22.75 - $27.77 $445,422 - $543,708
19,579 Added 0.82%
2,398,780 $55.9 Million
Q1 2022

Apr 28, 2022
SELL
$25.76 - $29.21 $227,280 - $257,719
-8,823 Reduced 0.37%
2,379,201 $65.6 Million
Q4 2021

Jan 27, 2022
BUY
$26.63 - $29.09 $63.6 Million - $69.5 Million
2,388,024 New
2,388,024 $69.2 Million

Others Institutions Holding DFAC

# of Institutions
876
Shares Held
711M
Call Options Held
0
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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