Transform Wealth, LLC Dimensional ETF Tr U S Core Eq Transaction History

Transform Wealth, LLC

  • $1.31 Billion
  • Q2 2024

A detailed history of Transform Wealth, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Transform Wealth, LLC holds 6,567 shares of DFAC stock, worth $212,179. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,567
Holding current value
$212,179
% of portfolio
0.02%

Shares

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

Jul 15, 2024
BUY
$30.09 - $32.37 $197,601 - $212,573
6,567 New
6,567 $211,000
Q2 2023

Jul 13, 2023
BUY
$24.86 - $27.15 $231,744 - $253,092
9,322 New
9,322 $253,000
Q4 2022

Jan 12, 2023
SELL
$22.49 - $25.81 $27,932 - $32,056
-1,242 Reduced 12.63%
8,594 $0
Q3 2022

Oct 21, 2022
SELL
$22.24 - $26.54 $8,340 - $9,952
-375 Reduced 3.67%
9,836 $219,000
Q2 2022

Jul 15, 2022
SELL
$22.75 - $27.77 $9,009 - $10,996
-396 Reduced 3.73%
10,211 $238,000
Q1 2022

Apr 25, 2022
SELL
$25.76 - $29.21 $28,825 - $32,685
-1,119 Reduced 9.54%
10,607 $293,000
Q2 2021

Jul 20, 2021
BUY
$25.92 - $26.98 $303,937 - $316,367
11,726 New
11,726 $316,000

Others Institutions Holding DFAC

# of Institutions
876
Shares Held
710M
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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