Jp Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History

Jp Wealth Management, Inc.

$141 Billion
Q4 2025

A detailed history of Jp Wealth Management, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Jp Wealth Management, Inc. holds 809,294 shares of DFAC stock, worth $31.3 Million. This represents 22.65% of its overall portfolio holdings.

Number of Shares

809,294

Previous 828,444 2.31%

Holding current value

$31.3 Million

Previous $32 Billion 0.27%

% of portfolio

22.65%

Previous 21.5%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	SELL	$37.61 - $39.41 $720,231 - $754,701	-19,150 Reduced 2.31%	809,294 $32 Billion
Q3 2025 Oct 15, 2025	SELL	$36.04 - $38.78 $525,246 - $565,179	-14,574 Reduced 1.73%	828,444 $32 Billion
Q2 2025 Jul 22, 2025	SELL	$29.12 - $35.84 $382,957 - $471,331	-13,151 Reduced 1.54%	843,018 $30.2 Billion
Q1 2025 Apr 18, 2025	BUY	$32.42 - $36.13 $560,120 - $624,218	17,277 Added 2.06%	856,169 $28.2 Billion
Q4 2024 Jan 24, 2025	BUY	$33.92 - $36.6 $28.5 Million - $30.7 Million	838,892 New	838,892 $29 Billion

Others Institutions Holding DFAC

# of Institutions

1,175

Shares Held

811M

Call Options Held

10.4K

Put Options Held

20.1K

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Jp Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History