Institute For Wealth Management, Llc. Dimensional ETF Tr U S Core Eq Transaction History

Institute For Wealth Management, Llc.

  • $911 Million
  • Q4 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 18,091 shares of DFAC stock, worth $698,855. This represents 0.08% of its overall portfolio holdings.

Number of Shares
18,091
Previous 23,859 24.18%
Holding current value
$698,855
Previous $920,000 24.13%
% of portfolio
0.08%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
SELL
$37.61 - $39.41 $216,934 - $227,316
-5,768 Reduced 24.18%
18,091 $698,000
Q3 2025

Oct 17, 2025
SELL
$36.04 - $38.78 $432 - $465
-12 Reduced 0.05%
23,859 $920,000
Q2 2025

Jul 18, 2025
SELL
$29.12 - $35.84 $85,408 - $105,118
-2,933 Reduced 10.94%
23,871 $855,000
Q1 2025

Apr 21, 2025
BUY
$32.42 - $36.13 $486 - $541
15 Added 0.06%
26,804 $884,000
Q4 2024

Jan 23, 2025
BUY
$33.92 - $36.6 $542 - $585
16 Added 0.06%
26,789 $926,000
Q3 2024

Nov 12, 2024
BUY
$31.05 - $34.29 $496 - $548
16 Added 0.06%
26,773 $918,000
Q1 2024

Apr 30, 2024
BUY
$28.62 - $31.95 $765,785 - $854,886
26,757 New
26,757 $854,000
Q2 2022

Jul 25, 2022
SELL
$22.75 - $27.77 $167,167 - $204,053
-7,348 Closed
0 $0
Q1 2022

Apr 29, 2022
SELL
$25.76 - $29.21 $1,674 - $1,898
-65 Reduced 0.88%
7,348 $203,000
Q4 2021

Jan 21, 2022
BUY
$26.63 - $29.09 $197,408 - $215,644
7,413 New
7,413 $215,000
Q3 2021

Nov 15, 2021
SELL
$26.06 - $27.9 $193,182 - $206,822
-7,413 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$25.92 - $26.98 $192,144 - $200,002
7,413 New
7,413 $200,000

Others Institutions Holding DFAC

# of Institutions
1,195
Shares Held
821M
Call Options Held
10.4K
Put Options Held
20.1K
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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