Congress Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Congress Wealth Management LLC holds 93,885 shares of DFAC stock, worth $3.63 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

93,885

Previous 89,706 4.66%

Holding current value

$3.63 Million

Previous $2.96 Million 13.69%

% of portfolio

0.03%

Previous 0.04%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$29.12 - $35.84 $121,692 - $149,775	4,179 Added 4.66%	93,885 $3.36 Million
Q1 2025 May 14, 2025	BUY	$32.42 - $36.13 $2.91 Million - $3.24 Million	89,706 New	89,706 $2.96 Million

Others Institutions Holding DFAC

# of Institutions

1,175

Shares Held

809M

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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Congress Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History