Valued Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History

Valued Wealth Advisors LLC

$160 Billion
Q4 2024

A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 161,878 shares of DFAC stock, worth $5.83 Million. This represents 3.51% of its overall portfolio holdings.

Number of Shares

161,878

Previous 175,871 7.96%

Holding current value

$5.83 Million

Previous $6.03 Billion 7.15%

% of portfolio

3.51%

Previous 3.91%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$33.92 - $36.6 $474,642 - $512,143	-13,993 Reduced 7.96%	161,878 $5.6 Billion
Q3 2024 Oct 28, 2024	BUY	$31.05 - $34.29 $257,125 - $283,955	8,281 Added 4.94%	175,871 $6.03 Billion
Q2 2024 Jul 16, 2024	BUY	$30.09 - $32.37 $51,032 - $54,899	1,696 Added 1.02%	167,590 $5.4 Billion
Q1 2024 Apr 30, 2024	SELL	$28.62 - $31.95 $1.05 Million - $1.18 Million	-36,830 Reduced 18.17%	165,894 $5.3 Billion
Q4 2023 Jan 05, 2024	BUY	$24.91 - $29.38 $5.05 Million - $5.96 Million	202,724 New	202,724 $5.31 Billion

Others Institutions Holding DFAC

# of Institutions

942

Shares Held

748M

Call Options Held

76K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Valued Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History