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 $3.38 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares

94,387

Previous 92,342 2.21%

Holding current value

$3.38 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

917

Shares Held

740M

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

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