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%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR CORE FXD IN


  • Ticker DFCF
  • Sector ETFs
  • Industry ETFs
More about DFCF
Track This Portfolio

Track Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services 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 Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.