A detailed history of Wr Wealth Planners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 10,823 shares of DFAC stock, worth $376,856. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,823
Previous 10,734 0.83%
Holding current value
$376,856
Previous $346,000 7.23%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 17, 2024

BUY
$31.05 - $34.29 $2,763 - $3,051
89 Added 0.83%
10,823 $371,000
Q2 2024

Jul 31, 2024

SELL
$30.09 - $32.37 $14,142 - $15,213
-470 Reduced 4.19%
10,734 $346,000
Q1 2024

Jul 31, 2024

SELL
$28.62 - $31.95 $85,688 - $95,658
-2,994 Reduced 21.09%
11,204 $357,000
Q4 2023

Jul 30, 2024

BUY
$24.91 - $29.38 $353,672 - $417,137
14,198 New
14,198 $415,000
Q3 2023

Aug 01, 2024

SELL
$26.05 - $28.22 $5,418 - $5,869
-208 Reduced 1.36%
15,046 $394 Million
Q2 2023

Aug 01, 2024

BUY
$24.86 - $27.15 $112,367 - $122,718
4,520 Added 42.11%
15,254 $414 Million
Q1 2023

Aug 01, 2024

BUY
$24.18 - $26.58 $448,563 - $493,085
18,551 Added 172.82%
29,285 $746 Million
Q4 2022

Oct 10, 2024

BUY
$22.49 - $25.81 $194,133 - $222,791
8,632 Added 4.07%
220,783 $5.36 Billion
Q3 2022

Oct 10, 2024

BUY
$22.24 - $26.54 $4.48 Million - $5.35 Million
201,417 Added 1876.44%
212,151 $4.72 Billion
Q2 2022

Oct 17, 2024

BUY
$22.75 - $27.77 $803,803 - $981,169
35,332 Added 20.63%
206,618 $4.81 Billion
Q1 2022

Oct 17, 2024

BUY
$25.76 - $29.21 $4.13 Million - $4.69 Million
160,463 Added 1482.61%
171,286 $4.72 Billion

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 Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.