Von Berge Wealth Management Group, LLC Dimensional ETF Tr U S Core Eq Transaction History

Von Berge Wealth Management Group, LLC

$192 Million
Q3 2024

A detailed history of Von Berge Wealth Management Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 9,007 shares of DFAC stock, worth $320,108. This represents 0.16% of its overall portfolio holdings.

Number of Shares

9,007

Previous 8,657 4.04%

Holding current value

$320,108

Previous $279,000 10.39%

% of portfolio

0.16%

Previous 0.18%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$31.05 - $34.29 $10,867 - $12,001	350 Added 4.04%	9,007 $308,000
Q2 2024 Jul 23, 2024	BUY	$30.09 - $32.37 $18,746 - $20,166	623 Added 7.75%	8,657 $279,000
Q1 2024 Apr 12, 2024	BUY	$28.62 - $31.95 $17,315 - $19,329	605 Added 8.14%	8,034 $256,000
Q4 2023 Jan 19, 2024	BUY	$24.91 - $29.38 $185,056 - $218,264	7,429 New	7,429 $217,000
Q2 2023 Jul 20, 2023	BUY	$24.86 - $27.15 $183,814 - $200,747	7,394 New	7,394 $200,000

Others Institutions Holding DFAC

# of Institutions

920

Shares Held

741M

Call Options Held

76K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Von Berge Wealth Management Group, LLC Dimensional ETF Tr U S Core Eq Transaction History