Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History

Shanker Valleau Wealth Advisors, Inc.

$294 Million
Q3 2024

A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 2,140,594 shares of DFAC stock, worth $75.5 Million. This represents 25.0% of its overall portfolio holdings.

Number of Shares

2,140,594

Previous 2,181,940 1.89%

Holding current value

$75.5 Million

Previous $70.3 Million 4.34%

% of portfolio

25.0%

Previous 30.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$31.05 - $34.29 $1.28 Million - $1.42 Million	-41,346 Reduced 1.89%	2,140,594 $73.4 Million
Q2 2024 Jul 02, 2024	SELL	$30.09 - $32.37 $750,595 - $807,469	-24,945 Reduced 1.13%	2,181,940 $70.3 Million
Q1 2024 Apr 17, 2024	SELL	$28.62 - $31.95 $941,741 - $1.05 Million	-32,905 Reduced 1.47%	2,206,885 $70.5 Million
Q4 2023 Jan 11, 2024	SELL	$24.91 - $29.38 $93,935 - $110,791	-3,771 Reduced 0.17%	2,239,790 $65.5 Million
Q3 2023 Oct 12, 2023	BUY	$26.05 - $28.22 $175,603 - $190,231	6,741 Added 0.3%	2,243,561 $58.8 Million
Q2 2023 Jul 12, 2023	SELL	$24.86 - $27.15 $1.66 Million - $1.81 Million	-66,655 Reduced 2.89%	2,236,820 $60.7 Million
Q1 2023 Apr 17, 2023	BUY	$24.18 - $26.58 $1.33 Million - $1.46 Million	54,943 Added 2.44%	2,303,475 $58.7 Million
Q4 2022 Jan 12, 2023	SELL	$22.49 - $25.81 $1.83 Million - $2.1 Million	-81,415 Reduced 3.49%	2,248,532 $0
Q3 2022 Oct 05, 2022	SELL	$22.24 - $26.54 $1.53 Million - $1.83 Million	-68,833 Reduced 2.87%	2,329,947 $51.8 Million
Q2 2022 Jul 08, 2022	BUY	$22.75 - $27.77 $445,422 - $543,708	19,579 Added 0.82%	2,398,780 $55.9 Million
Q1 2022 Apr 28, 2022	SELL	$25.76 - $29.21 $227,280 - $257,719	-8,823 Reduced 0.37%	2,379,201 $65.6 Million
Q4 2021 Jan 27, 2022	BUY	$26.63 - $29.09 $63.6 Million - $69.5 Million	2,388,024 New	2,388,024 $69.2 Million

Others Institutions Holding DFAC

# of Institutions

921

Shares Held

741M

Call Options Held

76K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
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Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History