Sowell Financial Services LLC Dimensional ETF Tr Core Fxd In Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Sowell Financial Services LLC holds 123,040 shares of DFCF stock, worth $5.14 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

123,040

Previous 179,598 31.49%

Holding current value

$5.14 Million

Previous $7.46 Million 28.77%

% of portfolio

0.25%

Previous 0.36%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	SELL	$41.34 - $43.55 $2.34 Million - $2.46 Million	-56,558 Reduced 31.49%	123,040 $5.31 Million
Q2 2024 Aug 13, 2024	SELL	$40.79 - $41.97 $708,930 - $729,438	-17,380 Reduced 8.82%	179,598 $7.46 Million
Q1 2024 May 03, 2024	BUY	$41.54 - $42.6 $337,014 - $345,613	8,113 Added 4.3%	196,978 $8.26 Million
Q4 2023 Jan 24, 2024	BUY	$39.52 - $42.54 $509,926 - $548,893	12,903 Added 7.33%	188,865 $8.01 Million
Q3 2023 Nov 08, 2023	BUY	$40.3 - $42.05 $1.42 Million - $1.48 Million	35,296 Added 25.09%	175,962 $7.1 Million
Q2 2023 Aug 14, 2023	BUY	$41.55 - $42.94 $1.01 Million - $1.05 Million	24,343 Added 20.93%	140,666 $5.87 Million
Q1 2023 May 12, 2023	BUY	$41.26 - $43.27 $63,705 - $66,808	1,544 Added 1.35%	116,323 $4.94 Million
Q4 2022 Feb 09, 2023	BUY	$39.82 - $42.74 $1.53 Million - $1.64 Million	38,444 Added 50.36%	114,779 $4.77 Million
Q3 2022 Nov 15, 2022	BUY	$40.64 - $44.91 $3.1 Million - $3.43 Million	76,335 New	76,335 $3.13 Million

Others Institutions Holding DFCF

# of Institutions

329

Shares Held

87.7M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
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Sowell Financial Services LLC Dimensional ETF Tr Core Fxd In Transaction History