Us Advisors Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History

Us Advisors Wealth Management, LLC

$308 Million
Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 53,571 shares of DFCF stock, worth $2.23 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

53,571

Previous 50,271 6.56%

Holding current value

$2.23 Million

Previous $2.18 Million 1.61%

% of portfolio

0.72%

Previous 0.76%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$41.17 - $43.34 $135,861 - $143,022	3,300 Added 6.56%	53,571 $2.21 Million
Q3 2024 Nov 07, 2024	SELL	$41.34 - $43.55 $41,174 - $43,375	-996 Reduced 1.94%	50,271 $2.18 Million
Q2 2024 Aug 06, 2024	BUY	$40.79 - $41.97 $139,175 - $143,201	3,412 Added 7.13%	51,267 $2.13 Million
Q1 2024 May 02, 2024	BUY	$41.54 - $42.6 $491,210 - $503,745	11,825 Added 32.82%	47,855 $2.01 Million
Q4 2023 Feb 12, 2024	BUY	$39.52 - $42.54 $399,349 - $429,866	10,105 Added 38.98%	36,030 $1.53 Million
Q3 2023 Nov 09, 2023	SELL	$40.3 - $42.05 $1.39 Million - $1.45 Million	-34,530 Reduced 57.12%	25,925 $1.05 Million
Q2 2023 Aug 01, 2023	BUY	$41.55 - $42.94 $401,040 - $414,456	9,652 Added 19.0%	60,455 $872,000
Q1 2023 Apr 13, 2023	BUY	$41.26 - $43.27 $635,445 - $666,401	15,401 Added 43.5%	50,803 $907,000
Q4 2022 Feb 10, 2023	BUY	$39.82 - $42.74 $1.12 Million - $1.2 Million	28,027 Added 380.03%	35,402 $1.47 Million
Q3 2022 Nov 14, 2022	BUY	$40.64 - $44.91 $299,720 - $331,211	7,375 New	7,375 $302,000

Others Institutions Holding DFCF

# of Institutions

410

Shares Held

3.56B

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

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Us Advisors Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History