Wealthsource Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Wealthsource Partners, LLC holds 169,542 shares of DFCF stock, worth $7 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

169,542

Previous 193,899 12.56%

Holding current value

$7 Million

Previous $7.83 Million 8.16%

% of portfolio

0.47%

Previous 0.54%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	SELL	$39.52 - $42.54 $962,588 - $1.04 Million	-24,357 Reduced 12.56%	169,542 $7.19 Million
Q3 2023 Nov 09, 2023	SELL	$40.3 - $42.05 $2.93 Million - $3.06 Million	-72,727 Reduced 27.28%	193,899 $7.83 Million
Q2 2023 Aug 14, 2023	SELL	$41.55 - $42.94 $305,683 - $315,909	-7,357 Reduced 2.69%	266,626 $11.1 Million
Q1 2023 May 15, 2023	BUY	$41.26 - $43.27 $1.49 Million - $1.57 Million	36,201 Added 15.22%	273,983 $11.6 Million
Q4 2022 Feb 09, 2023	BUY	$39.82 - $42.74 $2.76 Million - $2.96 Million	69,197 Added 41.05%	237,782 $9.87 Million
Q3 2022 Nov 14, 2022	SELL	$40.64 - $44.91 $820,074 - $906,238	-20,179 Reduced 10.69%	168,585 $6.9 Million
Q2 2022 Aug 10, 2022	BUY	$42.49 - $46.23 $8.02 Million - $8.73 Million	188,764 New	188,764 $8.23 Million

Others Institutions Holding DFCF

# of Institutions

410

Shares Held

118M

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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Wealthsource Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History