Wcg Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History

Wcg Wealth Advisors LLC

$1.21 Billion
Q1 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 72,641 shares of DFAC stock, worth $2.52 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

72,641

Previous 72,641 -0.0%

Holding current value

$2.52 Million

Previous $2.4 Million -0.0%

% of portfolio

0.2%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$32.42 - $36.13 $17,117 - $19,076	-528 Reduced 0.72%	72,641 $2.4 Million
Q4 2024 Feb 18, 2025	SELL	$33.92 - $36.6 $264,881 - $285,809	-7,809 Reduced 9.64%	73,169 $2.53 Million
Q3 2024 Nov 13, 2024	BUY	$31.05 - $34.29 $166,552 - $183,931	5,364 Added 7.09%	80,978 $2.78 Million
Q2 2024 Aug 12, 2024	BUY	$30.09 - $32.37 $712,290 - $766,262	23,672 Added 45.57%	75,614 $2.44 Million
Q1 2024 May 13, 2024	BUY	$28.62 - $31.95 $36,290 - $40,512	1,268 Added 2.5%	51,942 $1.66 Million
Q4 2023 Feb 08, 2024	BUY	$24.91 - $29.38 $34,575 - $40,779	1,388 Added 2.82%	50,674 $1.48 Million
Q3 2023 Nov 09, 2023	BUY	$26.05 - $28.22 $1.28 Million - $1.39 Million	49,286 New	49,286 $1.93 Million
Q2 2022 Aug 23, 2022	BUY	$22.75 - $27.77 $236,167 - $288,280	10,381 New	10,381 $242,000

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

More about DFAC

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Account

Wcg Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History