Wr Wealth Planners, LLC Dimensional ETF Tr U S Core Eq Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 9,509 shares of DFAC stock, worth $328,155. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,509
Previous 10,823 12.14%
Holding current value
$328,155
Previous $371,000 11.32%
% of portfolio
0.11%
Previous 0.11%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$33.92 - $36.6 $44,570 - $48,092
-1,314 Reduced 12.14%
9,509 $329,000
Q3 2024

Oct 17, 2024
BUY
$31.05 - $34.29 $2,763 - $3,051
89 Added 0.83%
10,823 $371,000
Q2 2024

Jul 31, 2024
SELL
$30.09 - $32.37 $14,142 - $15,213
-470 Reduced 4.19%
10,734 $346,000
Q1 2024

Jul 31, 2024
SELL
$28.62 - $31.95 $85,688 - $95,658
-2,994 Reduced 21.09%
11,204 $357,000
Q4 2023

Jul 30, 2024
BUY
$24.91 - $29.38 $353,672 - $417,137
14,198 New
14,198 $415,000
Q3 2023

Aug 01, 2024
SELL
$26.05 - $28.22 $5,418 - $5,869
-208 Reduced 1.36%
15,046 $394 Million
Q2 2023

Aug 01, 2024
BUY
$24.86 - $27.15 $112,367 - $122,718
4,520 Added 42.11%
15,254 $414 Million
Q1 2023

Aug 01, 2024
BUY
$24.18 - $26.58 $448,563 - $493,085
18,551 Added 172.82%
29,285 $746 Million
Q4 2022

Oct 10, 2024
BUY
$22.49 - $25.81 $194,133 - $222,791
8,632 Added 4.07%
220,783 $5.36 Billion
Q3 2022

Oct 10, 2024
BUY
$22.24 - $26.54 $4.48 Million - $5.35 Million
201,417 Added 1876.44%
212,151 $4.72 Billion
Q2 2022

Oct 17, 2024
BUY
$22.75 - $27.77 $803,803 - $981,169
35,332 Added 20.63%
206,618 $4.81 Billion
Q1 2022

Oct 17, 2024
BUY
$25.76 - $29.21 $4.13 Million - $4.69 Million
160,463 Added 1482.61%
171,286 $4.72 Billion

Others Institutions Holding DFAC

# of Institutions
1,056
Shares Held
797M
Call Options Held
40K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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