Fin Dec Wealth Services, Inc. Dimensional ETF Tr Transaction History

Fin Dec Wealth Services, Inc.

$172 Billion
Q3 2024

A detailed history of Fin Dec Wealth Services, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 329,963 shares of DFAU stock, worth $13.9 Million. This represents 7.6% of its overall portfolio holdings.

Number of Shares

329,963

Previous 327,439 0.77%

Holding current value

$13.9 Million

Previous $12.3 Billion 6.68%

% of portfolio

7.6%

Previous 7.75%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$35.8 - $39.69 $90,359 - $100,177	2,524 Added 0.77%	329,963 $13.1 Billion
Q2 2024 Jul 17, 2024	SELL	$34.53 - $37.67 $198,616 - $216,677	-5,752 Reduced 1.73%	327,439 $12.3 Billion
Q1 2024 May 13, 2024	SELL	$32.59 - $36.54 $161,711 - $181,311	-4,962 Reduced 1.47%	333,191 $12.2 Billion
Q4 2023 Feb 07, 2024	BUY	$28.58 - $33.37 $826,533 - $965,060	28,920 Added 9.35%	338,153 $11.2 Billion
Q3 2023 Oct 19, 2023	BUY	$29.79 - $32.13 $198,133 - $213,696	6,651 Added 2.2%	309,233 $9.26 Billion
Q2 2023 Jul 19, 2023	BUY	$28.25 - $30.99 $79,608 - $87,329	2,818 Added 0.94%	302,582 $9.38 Billion
Q1 2023 May 10, 2023	SELL	$26.87 - $29.65 $1.8 Million - $1.99 Million	-67,167 Reduced 18.31%	299,764 $8.62 Billion
Q4 2022 Jan 25, 2023	BUY	$25.24 - $28.83 $9.26 Million - $10.6 Million	366,931 New	366,931 $9.91 Billion

Others Institutions Holding DFAU

# of Institutions

415

Shares Held

108M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Fin Dec Wealth Services, Inc. Dimensional ETF Tr Transaction History