Great Point Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Great Point Wealth Advisors, LLC

$459 Million
Q3 2024

A detailed history of Great Point Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 324,127 shares of DFAU stock, worth $13.1 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares

324,127

Previous 324,426 0.09%

Holding current value

$13.1 Million

Previous $12.2 Million 5.77%

% of portfolio

2.8%

Previous 2.83%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$35.8 - $39.69 $10,704 - $11,867	-299 Reduced 0.09%	324,127 $12.9 Million
Q2 2024 Jul 29, 2024	SELL	$34.53 - $37.67 $105,074 - $114,629	-3,043 Reduced 0.93%	324,426 $12.2 Million
Q1 2024 May 09, 2024	SELL	$32.59 - $36.54 $274,538 - $307,812	-8,424 Reduced 2.51%	327,469 $12 Million
Q4 2023 Jan 22, 2024	SELL	$28.58 - $33.37 $451,906 - $527,646	-15,812 Reduced 4.5%	335,893 $11.2 Million
Q3 2023 Oct 13, 2023	BUY	$29.79 - $32.13 $198,163 - $213,728	6,652 Added 1.93%	351,705 $10.5 Million
Q2 2023 Aug 02, 2023	SELL	$28.25 - $30.99 $46,923 - $51,474	-1,661 Reduced 0.48%	345,053 $10.7 Million
Q1 2023 May 12, 2023	SELL	$26.87 - $29.65 $80,717 - $89,068	-3,004 Reduced 0.86%	346,714 $9.97 Million
Q4 2022 Feb 07, 2023	BUY	$25.24 - $28.83 $2.54 Million - $2.9 Million	100,757 Added 40.47%	349,718 $9.45 Million
Q3 2022 Nov 09, 2022	SELL	$25.15 - $30.14 $8.6 Million - $10.3 Million	-341,823 Reduced 57.86%	248,961 $6.26 Million
Q2 2022 Aug 25, 2022	BUY	$25.69 - $31.79 $15.2 Million - $18.8 Million	590,784 New	590,784 $15.6 Million

Others Institutions Holding DFAU

# of Institutions

413

Shares Held

108M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Point Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Great Point Wealth Advisors, LLC with notifications on news.

Account

Great Point Wealth Advisors, LLC Dimensional ETF Tr Transaction History