A detailed history of Plante Moran Financial Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 8,485 shares of DFAC stock, worth $299,350. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,485
Previous 8,764 3.18%
Holding current value
$299,350
Previous $282,000 2.84%
% of portfolio
0.02%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$31.05 - $34.29 $8,662 - $9,566
-279 Reduced 3.18%
8,485 $290,000
Q2 2024

Aug 12, 2024

BUY
$30.09 - $32.37 $80,460 - $86,557
2,674 Added 43.91%
8,764 $282,000
Q4 2023

Feb 05, 2024

SELL
$24.91 - $29.38 $22,817 - $26,912
-916 Reduced 13.07%
6,090 $178,000
Q1 2023

May 08, 2023

SELL
$24.18 - $26.58 $14,338 - $15,761
-593 Reduced 7.8%
7,006 $178,000
Q4 2022

Feb 09, 2023

SELL
$22.49 - $25.81 $9,108 - $10,453
-405 Reduced 5.06%
7,599 $184,000
Q3 2022

Nov 02, 2022

BUY
$22.24 - $26.54 $689 - $822
31 Added 0.39%
8,004 $178,000
Q2 2022

Aug 02, 2022

BUY
$22.75 - $27.77 $682 - $833
30 Added 0.38%
7,973 $186,000
Q1 2022

May 06, 2022

BUY
$25.76 - $29.21 $437 - $496
17 Added 0.21%
7,943 $219,000
Q4 2021

Feb 09, 2022

SELL
$26.63 - $29.09 $23,088 - $25,221
-867 Reduced 9.86%
7,926 $230,000
Q3 2021

Nov 08, 2021

BUY
$26.06 - $27.9 $625 - $669
24 Added 0.27%
8,793 $234,000
Q2 2021

Aug 10, 2021

BUY
$25.92 - $26.98 $227,292 - $236,587
8,769 New
8,769 $237,000

Others Institutions Holding DFAC

About DIMENSIONAL ETF TR U S CORE EQ


  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
Track This Portfolio

Track Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.