Sar Wealth Management Group, LLC Dimensional ETF Tr U S Core Eq Transaction History

Sar Wealth Management Group, LLC

  • $149 Billion
  • Q4 2024

A detailed history of Sar Wealth Management Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 20,358 shares of DFAC stock, worth $712,122. This represents 0.47% of its overall portfolio holdings.

Number of Shares
20,358
Previous 20,299 0.29%
Holding current value
$712,122
Previous $696 Million 1.17%
% of portfolio
0.47%
Previous 0.46%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$33.92 - $36.6 $2,001 - $2,159
59 Added 0.29%
20,358 $704 Million
Q3 2024

Oct 17, 2024
BUY
$31.05 - $34.29 $1,738 - $1,920
56 Added 0.28%
20,299 $696 Million
Q2 2024

Jul 15, 2024
SELL
$30.09 - $32.37 $97,250 - $104,619
-3,232 Reduced 13.77%
20,243 $653 Million
Q1 2024

Apr 15, 2024
SELL
$28.62 - $31.95 $134,141 - $149,749
-4,687 Reduced 16.64%
23,475 $750 Million
Q4 2023

Feb 12, 2024
BUY
$24.91 - $29.38 $701,515 - $827,399
28,162 New
28,162 $823 Million

Others Institutions Holding DFAC

# of Institutions
1,057
Shares Held
797M
Call Options Held
40K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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