Us Advisors Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History

Us Advisors Wealth Management, LLC

  • $308 Million
  • Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 53,571 shares of DFCF stock, worth $2.26 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
53,571
Previous 50,271 6.56%
Holding current value
$2.26 Million
Previous $2.18 Million 1.61%
% of portfolio
0.72%
Previous 0.76%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$41.17 - $43.34 $135,861 - $143,022
3,300 Added 6.56%
53,571 $2.21 Million
Q3 2024

Nov 07, 2024
SELL
$41.34 - $43.55 $41,174 - $43,375
-996 Reduced 1.94%
50,271 $2.18 Million
Q2 2024

Aug 06, 2024
BUY
$40.79 - $41.97 $139,175 - $143,201
3,412 Added 7.13%
51,267 $2.13 Million
Q1 2024

May 02, 2024
BUY
$41.54 - $42.6 $491,210 - $503,745
11,825 Added 32.82%
47,855 $2.01 Million
Q4 2023

Feb 12, 2024
BUY
$39.52 - $42.54 $399,349 - $429,866
10,105 Added 38.98%
36,030 $1.53 Million
Q3 2023

Nov 09, 2023
SELL
$40.3 - $42.05 $1.39 Million - $1.45 Million
-34,530 Reduced 57.12%
25,925 $1.05 Million
Q2 2023

Aug 01, 2023
BUY
$41.55 - $42.94 $401,040 - $414,456
9,652 Added 19.0%
60,455 $872,000
Q1 2023

Apr 13, 2023
BUY
$41.26 - $43.27 $635,445 - $666,401
15,401 Added 43.5%
50,803 $907,000
Q4 2022

Feb 10, 2023
BUY
$39.82 - $42.74 $1.12 Million - $1.2 Million
28,027 Added 380.03%
35,402 $1.47 Million
Q3 2022

Nov 14, 2022
BUY
$40.64 - $44.91 $299,720 - $331,211
7,375 New
7,375 $302,000

Others Institutions Holding DFCF

# of Institutions
407
Shares Held
3.56B
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

DFCF Quotes by TradingView
  • Ticker DFCF
  • Sector ETFs
  • Industry ETFs
More about DFCF
Track This Portfolio

Track Us Advisors Wealth Management, LLC Portfolio

Follow Us Advisors Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Us Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email