A detailed history of Wmg Financial Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 6,229 shares of DFAC stock, worth $212,595. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,229
Previous 6,234 0.08%
Holding current value
$212,595
Previous $200,000 6.5%
% of portfolio
0.1%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$31.05 - $34.29 $155 - $171
-5 Reduced 0.08%
6,229 $213,000
Q2 2024

Jul 30, 2024

BUY
$30.09 - $32.37 $187,581 - $201,794
6,234 New
6,234 $200,000

Others Institutions Holding DFAC

About DIMENSIONAL ETF TR U S CORE EQ


  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
Track This Portfolio

Track Wmg Financial Advisors, LLC Portfolio

Follow Wmg Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wmg Financial Advisors, LLC with notifications on news.