A detailed history of Williams & Novak, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Williams & Novak, LLC holds 8,606 shares of DFAC stock, worth $292,690. This represents 0.28% of its overall portfolio holdings.

Number of Shares
8,606
Previous 7,160 20.2%
Holding current value
$292,690
Previous $231 Million 27.84%
% of portfolio
0.28%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$31.05 - $34.29 $44,898 - $49,583
1,446 Added 20.2%
8,606 $295 Million
Q2 2024

Jul 12, 2024

BUY
$30.09 - $32.37 $215,444 - $231,769
7,160 New
7,160 $231 Million

Others Institutions Holding DFAC

About DIMENSIONAL ETF TR U S CORE EQ


  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
Track This Portfolio

Track Williams & Novak, LLC Portfolio

Follow Williams & Novak, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Williams & Novak, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Williams & Novak, LLC with notifications on news.