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

Wealthspan Partners, LLC

$198 Million
Q3 2024

A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wealthspan Partners, LLC holds 94,387 shares of DFAC stock, worth $3.3 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares

94,387

Previous 92,342 2.21%

Holding current value

$3.3 Million

Previous $2.98 Million 8.7%

% of portfolio

1.64%

Previous 1.67%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$31.05 - $34.29 $63,497 - $70,123	2,045 Added 2.21%	94,387 $3.24 Million
Q2 2024 Jul 19, 2024	BUY	$30.09 - $32.37 $104,532 - $112,453	3,474 Added 3.91%	92,342 $2.98 Million
Q1 2024 Apr 29, 2024	BUY	$28.62 - $31.95 $582,302 - $650,054	20,346 Added 29.69%	88,868 $2.84 Million
Q4 2023 Jan 29, 2024	BUY	$24.91 - $29.38 $962,248 - $1.13 Million	38,629 Added 129.22%	68,522 $2 Million
Q3 2023 Nov 01, 2023	BUY	$26.05 - $28.22 $483,071 - $523,311	18,544 Added 163.4%	29,893 $783,000
Q2 2023 Aug 08, 2023	BUY	$24.86 - $27.15 $282,136 - $308,125	11,349 New	11,349 $308,000

Others Institutions Holding DFAC

# of Institutions

921

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealthspan Partners, LLC with notifications on news.

Account

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