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

True Wealth Design, LLC

$263 Billion
Q1 2025

A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, True Wealth Design, LLC holds 1,458,834 shares of DFAC stock, worth $50 Million. This represents 18.33% of its overall portfolio holdings.

Number of Shares

1,458,834

Previous 1,481,642 1.54%

Holding current value

$50 Million

Previous $51.2 Billion 6.09%

% of portfolio

18.33%

Previous 19.89%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$32.42 - $36.13 $739,435 - $824,053	-22,808 Reduced 1.54%	1,458,834 $48.1 Billion
Q4 2024 Feb 14, 2025	SELL	$33.92 - $36.6 $703,636 - $759,230	-20,744 Reduced 1.38%	1,481,642 $51.2 Billion
Q3 2024 Nov 14, 2024	SELL	$31.05 - $34.29 $8.34 Million - $9.21 Million	-268,604 Reduced 15.17%	1,502,386 $51.5 Billion
Q2 2024 Aug 14, 2024	BUY	$30.09 - $32.37 $100,861 - $108,504	3,352 Added 0.19%	1,770,990 $57.1 Billion
Q1 2024 May 14, 2024	BUY	$28.62 - $31.95 $4.94 Million - $5.52 Million	172,652 Added 10.82%	1,767,638 $56.5 Billion
Q4 2023 Feb 14, 2024	BUY	$24.91 - $29.38 $1.94 Million - $2.29 Million	78,069 Added 5.15%	1,594,986 $46.6 Billion
Q3 2023 Nov 13, 2023	BUY	$26.05 - $28.22 $4.66 Million - $5.05 Million	178,995 Added 13.38%	1,516,917 $39.7 Billion
Q2 2023 Aug 14, 2023	BUY	$24.86 - $27.15 $2.56 Million - $2.79 Million	102,810 Added 8.32%	1,337,922 $36.3 Billion
Q1 2023 May 12, 2023	BUY	$24.18 - $26.58 $1.42 Million - $1.56 Million	58,736 Added 4.99%	1,235,112 $31.5 Billion
Q4 2022 Feb 15, 2023	BUY	$22.49 - $25.81 $26.5 Million - $30.4 Million	1,176,376 New	1,176,376 $28.6 Billion

Others Institutions Holding DFAC

# of Institutions

1,092

Shares Held

814M

Call Options Held

46.6K

Put Options Held

600

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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