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

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 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 2,730,783 shares of DFAC stock, worth $96.3 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares
2,730,783
Previous 2,804,121 2.62%
Holding current value
$96.3 Million
Previous $90.4 Million 3.58%
% of portfolio
2.2%
Previous 2.28%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
921
Shares Held
741M
Call Options Held
76K
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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