A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 80,020 shares of DFAC stock, worth $2.89 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
80,020
Previous 54,777 46.08%
Holding current value
$2.89 Million
Previous $1.77 Million 55.32%
% of portfolio
0.03%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$31.05 - $34.29 $783,795 - $865,582
25,243 Added 46.08%
80,020 $2.74 Million
Q2 2024

Aug 08, 2024

SELL
$30.09 - $32.37 $5,747 - $6,182
-191 Reduced 0.35%
54,777 $1.77 Million
Q1 2024

May 15, 2024

BUY
$28.62 - $31.95 $311,213 - $347,424
10,874 Added 24.66%
54,968 $1.76 Million
Q4 2023

Feb 12, 2024

BUY
$24.91 - $29.38 $567,325 - $669,129
22,775 Added 106.83%
44,094 $1.29 Million
Q3 2023

Nov 13, 2023

BUY
$26.05 - $28.22 $19,146 - $20,741
735 Added 3.57%
21,319 $558,000
Q2 2023

Aug 14, 2023

BUY
$24.86 - $27.15 $322,061 - $351,728
12,955 Added 169.81%
20,584 $558,000
Q1 2023

May 15, 2023

SELL
$24.18 - $26.58 $1,716 - $1,887
-71 Reduced 0.92%
7,629 $194,000
Q4 2022

Feb 15, 2023

SELL
$22.49 - $25.81 $448,180 - $514,341
-19,928 Reduced 72.13%
7,700 $186,000
Q3 2022

Nov 10, 2022

BUY
$22.24 - $26.54 $105,462 - $125,852
4,742 Added 20.72%
27,628 $614,000
Q4 2021

Feb 08, 2022

BUY
$26.63 - $29.09 $609,454 - $665,753
22,886 New
22,886 $663,000

Others Institutions Holding DFAC

About DIMENSIONAL ETF TR U S CORE EQ


  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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