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

Transform Wealth, LLC

$1.46 Billion
Q3 2024

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

919

Shares Held

740M

Call Options Held

76K

Put Options Held

0

Envestnet Asset Management Inc

56.6M
Shares

$2.06 Billion
0.64% of portfolio
Mercer Global Advisors Inc Denver, CO

50.1M
Shares

$1.83 Billion
3.76% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.37 Billion
24.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.36 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$647 Million
0.28% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

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