Meridian Wealth Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History

Meridian Wealth Partners, LLC

$657 Million
Q4 2024

A detailed history of Meridian Wealth Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 2,866,625 shares of DFAC stock, worth $98.9 Million. This represents 15.09% of its overall portfolio holdings.

Number of Shares

2,866,625

Previous 2,895,577 1.0%

Holding current value

$98.9 Million

Previous $99.3 Million 0.1%

% of portfolio

15.09%

Previous 15.52%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$33.92 - $36.6 $982,051 - $1.06 Million	-28,952 Reduced 1.0%	2,866,625 $99.2 Million
Q3 2024 Nov 08, 2024	SELL	$31.05 - $34.29 $933,984 - $1.03 Million	-30,080 Reduced 1.03%	2,895,577 $99.3 Million
Q2 2024 Aug 09, 2024	SELL	$30.09 - $32.37 $1.96 Million - $2.11 Million	-65,117 Reduced 2.18%	2,925,657 $94.3 Million
Q1 2024 May 10, 2024	SELL	$28.62 - $31.95 $1.86 Million - $2.07 Million	-64,945 Reduced 2.13%	2,990,774 $95.6 Million
Q4 2023 Feb 05, 2024	SELL	$24.91 - $29.38 $1.22 Million - $1.43 Million	-48,842 Reduced 1.57%	3,055,719 $89.3 Million
Q3 2023 Nov 03, 2023	SELL	$26.05 - $28.22 $1.35 Million - $1.47 Million	-51,939 Reduced 1.65%	3,104,561 $81.3 Million
Q2 2023 Aug 02, 2023	SELL	$24.86 - $27.15 $1.65 Million - $1.8 Million	-66,179 Reduced 2.05%	3,156,500 $85.7 Million
Q1 2023 May 04, 2023	SELL	$24.18 - $26.58 $1.24 Million - $1.36 Million	-51,218 Reduced 1.56%	3,222,679 $82.1 Million
Q4 2022 Feb 14, 2023	SELL	$22.49 - $25.81 $70,776 - $81,224	-3,147 Reduced 0.1%	3,273,897 $79.5 Million
Q3 2022 Nov 14, 2022	SELL	$22.24 - $26.54 $1.12 Million - $1.34 Million	-50,328 Reduced 1.51%	3,277,044 $72.9 Million
Q2 2022 Aug 15, 2022	SELL	$22.75 - $27.77 $349,326 - $426,408	-15,355 Reduced 0.46%	3,327,372 $77.5 Million
Q1 2022 May 13, 2022	BUY	$25.76 - $29.21 $298,094 - $338,018	11,572 Added 0.35%	3,342,727 $92.2 Million
Q4 2021 Feb 15, 2022	BUY	$26.63 - $29.09 $458,755 - $501,133	17,227 Added 0.52%	3,331,155 $96.5 Million
Q3 2021 Nov 12, 2021	SELL	$26.06 - $27.9 $1.08 Million - $1.16 Million	-41,421 Reduced 1.23%	3,313,928 $88.1 Million
Q2 2021 Aug 12, 2021	BUY	$25.92 - $26.98 $87 Million - $90.5 Million	3,355,349 New	3,355,349 $90.5 Million

Others Institutions Holding DFAC

# of Institutions

1,056

Shares Held

797M

Call Options Held

40K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
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Industry ETFs

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Meridian Wealth Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History