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

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 9,042 shares of DFAC stock, worth $349,292. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,042
Previous 9,555 5.37%
Holding current value
$349,292
Previous $342 Million 1.84%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$36.04 - $38.78 $18,488 - $19,894
-513 Reduced 5.37%
9,042 $349 Million
Q2 2025

Jul 23, 2025
BUY
$29.12 - $35.84 $203 - $250
7 Added 0.07%
9,555 $342 Million
Q1 2025

Jul 25, 2025
SELL
$32.42 - $36.13 $226 - $252
-7 Reduced 0.07%
9,548 $315 Million
Q1 2025

Apr 21, 2025
SELL
$32.42 - $36.13 $8,818 - $9,827
-272 Reduced 2.77%
9,548 $315 Million
Q4 2024

Jan 22, 2025
BUY
$33.92 - $36.6 $333,094 - $359,412
9,820 New
9,820 $340 Million

Others Institutions Holding DFAC

# of Institutions
1,176
Shares Held
809M
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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