Forvis Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History

Forvis Wealth Advisors, LLC

  • $4.21 Billion
  • Q4 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 2,456,148 shares of DFAC stock, worth $86 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares
2,456,148
Previous 2,730,783 10.06%
Holding current value
$86 Million
Previous $93.6 Million 9.24%
% of portfolio
2.02%
Previous 2.2%

Shares

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

Feb 03, 2025
SELL
$33.92 - $36.6 $9.32 Million - $10.1 Million
-274,635 Reduced 10.06%
2,456,148 $85 Million
Q3 2024

Nov 14, 2024
SELL
$31.05 - $34.29 $2.28 Million - $2.51 Million
-73,338 Reduced 2.62%
2,730,783 $93.6 Million
Q2 2024

Aug 09, 2024
SELL
$30.09 - $32.37 $1.47 Million - $1.58 Million
-48,899 Reduced 1.71%
2,804,121 $90.4 Million
Q1 2024

Apr 19, 2024
BUY
$28.62 - $31.95 $283,252 - $316,209
9,897 Added 0.35%
2,853,020 $91.2 Million
Q4 2023

Jan 11, 2024
SELL
$24.91 - $29.38 $2.05 Million - $2.41 Million
-82,131 Reduced 2.81%
2,843,123 $83.1 Million
Q3 2023

Oct 25, 2023
BUY
$26.05 - $28.22 $87,554 - $94,847
3,361 Added 0.12%
2,925,254 $76.6 Million
Q2 2023

Aug 08, 2023
BUY
$24.86 - $27.15 $3.16 Million - $3.45 Million
127,005 Added 4.54%
2,921,893 $79.3 Million
Q1 2023

Apr 26, 2023
BUY
$24.18 - $26.58 $4.31 Million - $4.74 Million
178,228 Added 6.81%
2,794,888 $71.2 Million
Q4 2022

Feb 02, 2023
BUY
$22.49 - $25.81 $5 Million - $5.73 Million
222,147 Added 9.28%
2,616,660 $63.5 Million
Q3 2022

Oct 13, 2022
BUY
$22.24 - $26.54 $5.71 Million - $6.82 Million
256,953 Added 12.02%
2,394,513 $53.3 Million
Q2 2022

Jul 22, 2022
BUY
$22.75 - $27.77 $39.9 Million - $48.6 Million
1,751,846 Added 454.18%
2,137,560 $49.8 Million
Q1 2022

May 10, 2022
SELL
$25.76 - $29.21 $56,800 - $64,408
-2,205 Reduced 0.57%
385,714 $10.6 Million
Q4 2021

Jan 14, 2022
BUY
$26.63 - $29.09 $51,848 - $56,638
1,947 Added 0.5%
387,919 $11.2 Million
Q3 2021

Oct 14, 2021
BUY
$26.06 - $27.9 $635,994 - $680,899
24,405 Added 6.75%
385,972 $10.3 Million
Q2 2021

Jul 14, 2021
BUY
$25.92 - $26.98 $9.37 Million - $9.76 Million
361,567 New
361,567 $9.76 Million

Others Institutions Holding DFAC

# of Institutions
1,054
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
Track This Portfolio

Track Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email