Wealth Enhancement & Preservation Of Ga, LLC Dimensional ETF Tr U S Core Eq Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

A detailed history of Wealth Enhancement & Preservation Of Ga, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wealth Enhancement & Preservation Of Ga, LLC holds 20,462 shares of DFAC stock, worth $790,447. This represents 0.54% of its overall portfolio holdings.

Number of Shares

20,462

Previous 20,391 0.35%

Holding current value

$790,447

Previous $519,000 6.94%

% of portfolio

0.54%

Previous 0.62%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 18, 2023	BUY	$24.86 - $27.15 $1,765 - $1,927	71 Added 0.35%	20,462 $555,000
Q1 2023 Apr 11, 2023	BUY	$24.18 - $26.58 $1,209 - $1,329	50 Added 0.25%	20,391 $519,000
Q4 2022 Feb 09, 2023	BUY	$22.49 - $25.81 $2,338 - $2,684	104 Added 0.51%	20,341 $493,000
Q3 2022 Oct 19, 2022	BUY	$22.24 - $26.54 $1,734 - $2,070	78 Added 0.39%	20,237 $450,000
Q2 2022 Sep 22, 2022	BUY	$22.75 - $27.77 $1,706 - $2,082	75 Added 0.37%	20,159 $470,000
Q1 2022 May 06, 2022	BUY	$25.76 - $29.21 $517,363 - $586,653	20,084 New	20,084 $554,000

Others Institutions Holding DFAC

# of Institutions

1,176

Shares Held

809M

Call Options Held

10.4K

Put Options Held

20.1K

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 Wealth Enhancement & Preservation Of Ga, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement & Preservation Of Ga, LLC with notifications on news.

Account

Wealth Enhancement & Preservation Of Ga, LLC Dimensional ETF Tr U S Core Eq Transaction History