180 Wealth Advisors, LLC Dimensional ETF Tr Transaction History

180 Wealth Advisors, LLC

$613 Million
Q1 2025

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 69,745 shares of DFAE stock, worth $1.91 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

69,745

Previous 65,230 6.92%

Holding current value

$1.91 Million

Previous $1.65 Million 9.49%

% of portfolio

0.3%

Previous 0.26%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$24.64 - $26.86 $111,249 - $121,272	4,515 Added 6.92%	69,745 $1.81 Million
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

# of Institutions

564

Shares Held

162M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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180 Wealth Advisors, LLC Dimensional ETF Tr Transaction History