Wealth Shield Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History

Wealth Shield Partners, LLC

$721 Million
Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 11,090 shares of DFAC stock, worth $397,465. This represents 0.05% of its overall portfolio holdings.

Number of Shares

11,090

Previous 11,075 0.14%

Holding current value

$397,465

Previous $357,000 6.44%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$31.05 - $34.29 $465 - $514	15 Added 0.14%	11,090 $380,000
Q2 2024 Jul 26, 2024	BUY	$30.09 - $32.37 $511 - $550	17 Added 0.15%	11,075 $357,000
Q1 2024 Apr 29, 2024	SELL	$28.62 - $31.95 $117,656 - $131,346	-4,111 Reduced 27.1%	11,058 $353,000
Q4 2023 Jan 23, 2024	SELL	$24.91 - $29.38 $42,820 - $50,504	-1,719 Reduced 10.18%	15,169 $443,000
Q3 2023 Oct 25, 2023	BUY	$26.05 - $28.22 $547 - $592	21 Added 0.12%	16,888 $442,000
Q2 2023 Aug 03, 2023	SELL	$24.86 - $27.15 $98,743 - $107,839	-3,972 Reduced 19.06%	16,867 $457,000
Q1 2023 May 08, 2023	BUY	$24.18 - $26.58 $54,961 - $60,416	2,273 Added 12.24%	20,839 $530,000
Q4 2022 Feb 13, 2023	BUY	$22.49 - $25.81 $417,549 - $479,188	18,566 New	18,566 $450,000

Others Institutions Holding DFAC

# of Institutions

903

Shares Held

728M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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Wealth Shield Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History