Wealth Shield Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History

Wealth Shield Partners, LLC

$640 Million
Q2 2024

A detailed history of Wealth Shield Partners, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 2,939 shares of DFCF stock, worth $127,199. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,939

Previous 3,708 20.74%

Holding current value

$127,199

Previous $155,000 21.29%

% of portfolio

0.02%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$40.79 - $41.97 $31,367 - $32,274	-769 Reduced 20.74%	2,939 $122,000
Q1 2024 Apr 29, 2024	SELL	$41.54 - $42.6 $528,471 - $541,957	-12,722 Reduced 77.43%	3,708 $155,000
Q4 2023 Jan 23, 2024	SELL	$39.52 - $42.54 $80,818 - $86,994	-2,045 Reduced 11.07%	16,430 $696,000
Q3 2023 Oct 25, 2023	SELL	$40.3 - $42.05 $41,831 - $43,647	-1,038 Reduced 5.32%	18,475 $745,000
Q2 2023 Aug 03, 2023	SELL	$41.55 - $42.94 $182,612 - $188,721	-4,395 Reduced 18.38%	19,513 $814,000
Q1 2023 May 08, 2023	BUY	$41.26 - $43.27 $105,914 - $111,074	2,567 Added 12.03%	23,908 $1.02 Million
Q4 2022 Feb 13, 2023	BUY	$39.82 - $42.74 $849,798 - $912,114	21,341 New	21,341 $886,000

Others Institutions Holding DFCF

# of Institutions

313

Shares Held

88.1M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

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Wealth Shield Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History