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 $286,844. This represents 0.15% of its overall portfolio holdings.

Number of Shares

8,666

Previous 8,641 0.29%

Holding current value

$286,844

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

1,063

Shares Held

799M

Call Options Held

40K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
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Holistic Financial Partners Dimensional ETF Tr U S Core Eq Transaction History