Us Advisors Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History

Us Advisors Wealth Management, LLC

  • $265 Million
  • Q1 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 214,992 shares of DFAC stock, worth $6.99 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares
214,992
Previous 187,954 14.39%
Holding current value
$6.99 Million
Previous $5.49 Million 24.74%
% of portfolio
2.59%
Previous 2.28%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$28.62 - $31.95 $773,827 - $863,864
27,038 Added 14.39%
214,992 $6.85 Million
Q4 2023

Feb 12, 2024
SELL
$24.91 - $29.38 $141,688 - $167,113
-5,688 Reduced 2.94%
187,954 $5.49 Million
Q3 2023

Nov 09, 2023
BUY
$26.05 - $28.22 $871,659 - $944,269
33,461 Added 20.89%
193,642 $5.07 Million
Q2 2023

Aug 01, 2023
BUY
$24.86 - $27.15 $733,071 - $800,599
29,488 Added 22.56%
160,181 $4.35 Million
Q1 2023

Apr 13, 2023
BUY
$24.18 - $26.58 $699,986 - $769,464
28,949 Added 28.45%
130,693 $3.33 Million
Q4 2022

Feb 10, 2023
BUY
$23.74 - $25.81 $902,119 - $980,780
38,000 Added 59.61%
101,744 $2.47 Million
Q3 2022

Nov 14, 2022
BUY
$22.74 - $26.54 $733,160 - $855,676
32,241 Added 102.34%
63,744 $1.42 Million
Q2 2022

Aug 12, 2022
BUY
$22.75 - $27.77 $12,853 - $15,690
565 Added 1.83%
31,503 $734,000
Q1 2022

Jun 08, 2022
BUY
$25.76 - $29.21 $489 - $554
19 Added 0.06%
30,938 $853,000
Q4 2021

Feb 14, 2022
BUY
$26.63 - $29.09 $67,320 - $73,539
2,528 Added 8.9%
30,919 $896,000
Q3 2021

Nov 03, 2021
SELL
$26.06 - $27.9 $1,120 - $1,199
-43 Reduced 0.15%
28,391 $754,000
Q2 2021

Aug 09, 2021
BUY
$25.92 - $26.98 $737,009 - $767,149
28,434 New
28,434 $767,000

Others Institutions Holding DFAC

# of Institutions
843
Shares Held
680M
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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