Holistic Financial Partners Dimensional ETF Tr U S Core Eq Transaction History

Holistic Financial Partners

$197 Million
Q4 2024

A detailed history of Holistic Financial Partners transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Holistic Financial Partners holds 8,666 shares of DFAC stock, worth $308,162. This represents 0.15% of its overall portfolio holdings.

Number of Shares

8,666

Previous 8,641 0.29%

Holding current value

$308,162

Previous $296,000 1.01%

% of portfolio

0.15%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$33.92 - $36.6 $848 - $915	25 Added 0.29%	8,666 $299,000
Q3 2024 Nov 07, 2024	SELL	$31.05 - $34.29 $341 - $377	-11 Reduced 0.13%	8,641 $296,000
Q2 2024 Jul 30, 2024	BUY	$30.09 - $32.37 $601 - $647	20 Added 0.23%	8,652 $278,000
Q1 2024 May 08, 2024	SELL	$28.62 - $31.95 $2,862 - $3,195	-100 Reduced 1.15%	8,632 $275,000
Q4 2023 Feb 12, 2024	SELL	$24.91 - $29.38 $1,644 - $1,939	-66 Reduced 0.75%	8,732 $255,000
Q3 2023 Nov 08, 2023	SELL	$26.05 - $28.22 $2,787 - $3,019	-107 Reduced 1.2%	8,798 $230,000
Q2 2023 Aug 09, 2023	BUY	$24.86 - $27.15 $671 - $733	27 Added 0.3%	8,905 $241,000
Q1 2023 May 04, 2023	BUY	$24.18 - $26.58 $507 - $558	21 Added 0.24%	8,878 $226,000
Q4 2022 Feb 07, 2023	BUY	$22.49 - $25.81 $199,193 - $228,599	8,857 New	8,857 $215,000

Others Institutions Holding DFAC

# of Institutions

1,024

Shares Held

786M

Call Options Held

76K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Financial Partners, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Financial Partners with notifications on news.

Account

Holistic Financial Partners Dimensional ETF Tr U S Core Eq Transaction History