Leonard Rickey Investment Advisors P.L.L.C. Dimensional ETF Tr U S Core Eq Transaction History

Leonard Rickey Investment Advisors P.L.L.C.

  • $434 Million
  • Q4 2024

A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 8,412 shares of DFAC stock, worth $300,056. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,412
Previous 7,785 8.05%
Holding current value
$300,056
Previous $266,000 9.4%
% of portfolio
0.07%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$33.92 - $36.6 $21,267 - $22,948
627 Added 8.05%
8,412 $291,000
Q3 2024

Oct 15, 2024
SELL
$31.05 - $34.29 $558 - $617
-18 Reduced 0.23%
7,785 $266,000
Q2 2024

Jul 24, 2024
BUY
$30.09 - $32.37 $234,792 - $252,583
7,803 New
7,803 $251,000

Others Institutions Holding DFAC

# of Institutions
967
Shares Held
754M
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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