A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 402,007 shares of DFAC stock, worth $14.2 Million. This represents 8.72% of its overall portfolio holdings.

Number of Shares
402,007
Previous 855,696 53.02%
Holding current value
$14.2 Million
Previous $27.6 Billion 50.03%
% of portfolio
8.72%
Previous 12.7%

Shares

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

Nov 12, 2024

SELL
$31.05 - $34.29 $14.1 Million - $15.6 Million
-453,689 Reduced 53.02%
402,007 $13.8 Billion
Q2 2024

Aug 13, 2024

BUY
$30.09 - $32.37 $11.9 Million - $12.8 Million
395,299 Added 85.86%
855,696 $27.6 Billion
Q1 2024

May 14, 2024

BUY
$28.62 - $31.95 $1.01 Million - $1.13 Million
35,225 Added 8.28%
460,397 $14.7 Billion
Q4 2023

Feb 14, 2024

SELL
$24.91 - $29.38 $1.06 Million - $1.25 Million
-42,498 Reduced 9.09%
425,172 $12.4 Billion
Q3 2023

Nov 13, 2023

SELL
$26.05 - $28.22 $807,992 - $875,299
-31,017 Reduced 6.22%
467,670 $12.3 Billion
Q2 2023

Aug 08, 2023

SELL
$24.86 - $27.15 $479,300 - $523,452
-19,280 Reduced 3.72%
498,687 $13.5 Billion
Q1 2023

Aug 08, 2023

SELL
$24.18 - $26.58 $104,917 - $115,330
-4,339 Reduced 0.83%
517,967 $13.2 Billion
Q1 2023

May 15, 2023

SELL
$24.18 - $26.58 $23,962 - $26,340
-991 Reduced 0.19%
522,306 $13.3 Billion
Q4 2022

Feb 13, 2023

BUY
$22.49 - $25.81 $11.8 Million - $13.5 Million
523,297 New
523,297 $12.7 Billion

Others Institutions Holding DFAC

About DIMENSIONAL ETF TR U S CORE EQ


  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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