Copperleaf Capital, LLC Dimensional ETF Tr Core Fxd In Transaction History

Copperleaf Capital, LLC

$123 Million
Q4 2024

A detailed history of Copperleaf Capital, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Copperleaf Capital, LLC holds 28,343 shares of DFCF stock, worth $1.19 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

28,343

Previous 21,384 32.54%

Holding current value

$1.19 Million

Previous $923,000 26.98%

% of portfolio

0.96%

Previous 0.8%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$41.17 - $43.34 $286,502 - $301,603	6,959 Added 32.54%	28,343 $1.17 Million
Q3 2024 Nov 14, 2024	BUY	$41.34 - $43.55 $204,260 - $215,180	4,941 Added 30.05%	21,384 $923,000
Q2 2024 Aug 13, 2024	BUY	$40.79 - $41.97 $9,626 - $9,904	236 Added 1.46%	16,443 $683,000
Q1 2024 May 14, 2024	SELL	$41.54 - $42.6 $1.17 Million - $1.2 Million	-28,179 Reduced 63.49%	16,207 $679,000
Q3 2023 Nov 13, 2023	BUY	$40.3 - $42.05 $690,339 - $720,316	17,130 Added 62.85%	44,386 $1.79 Million
Q2 2023 Aug 11, 2023	BUY	$41.55 - $42.94 $864,198 - $893,109	20,799 Added 322.12%	27,256 $1.14 Million
Q1 2023 May 15, 2023	BUY	$41.26 - $43.27 $266,415 - $279,394	6,457 New	6,457 $274,000

Others Institutions Holding DFCF

# of Institutions

402

Shares Held

3.55B

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
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Copperleaf Capital, LLC Dimensional ETF Tr Core Fxd In Transaction History