Von Berge Wealth Management Group, LLC Dimensional ETF Tr U S Core Eq Transaction History

Von Berge Wealth Management Group, LLC

$156 Million
Q2 2024

A detailed history of Von Berge Wealth Management Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 8,657 shares of DFAC stock, worth $299,012. This represents 0.18% of its overall portfolio holdings.

Number of Shares

8,657

Previous 8,034 7.75%

Holding current value

$299,012

Previous $256,000 8.98%

% of portfolio

0.18%

Previous 0.17%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	BUY	$30.09 - $32.37 $18,746 - $20,166	623 Added 7.75%	8,657 $279,000
Q1 2024 Apr 12, 2024	BUY	$28.62 - $31.95 $17,315 - $19,329	605 Added 8.14%	8,034 $256,000
Q4 2023 Jan 19, 2024	BUY	$24.91 - $29.38 $185,056 - $218,264	7,429 New	7,429 $217,000
Q2 2023 Jul 20, 2023	BUY	$24.86 - $27.15 $183,814 - $200,747	7,394 New	7,394 $200,000

Others Institutions Holding DFAC

# of Institutions

900

Shares Held

721M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Von Berge Wealth Management Group, LLC Dimensional ETF Tr U S Core Eq Transaction History