Optivise Advisory Services LLC Dimensional ETF Tr U S Core Eq Transaction History

Optivise Advisory Services LLC

  • $168 Billion
  • Q3 2025

A detailed history of Optivise Advisory Services LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Optivise Advisory Services LLC holds 6,197 shares of DFAC stock, worth $239,390. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,197
Previous 6,447 3.88%
Holding current value
$239,390
Previous $231 Million 3.44%
% of portfolio
0.14%
Previous 0.12%

Shares

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

Oct 17, 2025
SELL
$36.04 - $38.78 $9,010 - $9,695
-250 Reduced 3.88%
6,197 $239 Million
Q4 2024

Feb 13, 2025
SELL
$33.92 - $36.6 $4,680 - $5,050
-138 Reduced 2.1%
6,447 $223 Million
Q3 2024

Nov 12, 2024
BUY
$31.05 - $34.29 $204,464 - $225,799
6,585 New
6,585 $226 Million

Others Institutions Holding DFAC

# of Institutions
1,175
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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