A detailed history of 180 Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 65,230 shares of DFAE stock, worth $1.66 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
65,230
Previous 58,636 11.25%
Holding current value
$1.66 Million
Previous $1.61 Million 2.92%
% of portfolio
0.26%
Previous 0.26%

Shares

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

Jan 13, 2025

BUY
$25.36 - $28.15 $167,223 - $185,621
6,594 Added 11.25%
65,230 $1.65 Million
Q3 2024

Oct 31, 2024

BUY
$24.46 - $27.82 $132,304 - $150,478
5,409 Added 10.16%
58,636 $1.61 Million
Q2 2024

Jul 16, 2024

BUY
$24.03 - $26.3 $146,198 - $160,009
6,084 Added 12.91%
53,227 $1.38 Million
Q1 2024

Apr 15, 2024

BUY
$22.74 - $24.88 $257,212 - $281,417
11,311 Added 31.57%
47,143 $1.17 Million
Q4 2023

Jan 24, 2024

BUY
$21.63 - $24.11 $86,930 - $96,898
4,019 Added 12.63%
35,832 $863,000
Q3 2023

Oct 31, 2023

BUY
$22.43 - $24.83 $103,088 - $114,118
4,596 Added 16.89%
31,813 $718,000
Q2 2023

Jul 11, 2023

BUY
$22.38 - $24.3 $115,771 - $125,703
5,173 Added 23.47%
27,217 $638,000
Q1 2023

Apr 07, 2023

BUY
$21.78 - $24.36 $80,150 - $89,644
3,680 Added 20.04%
22,044 $507,000
Q4 2022

Feb 02, 2023

BUY
$19.67 - $22.73 $361,219 - $417,413
18,364 New
18,364 $403,000

Others Institutions Holding DFAE

About DIMENSIONAL ETF TR


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

Track 180 Wealth Advisors, LLC Portfolio

Follow 180 Wealth Advisors, 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 180 Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 180 Wealth Advisors, LLC with notifications on news.