Delap Wealth Advisory, LLC Dimensional ETF Tr Transaction History

Delap Wealth Advisory, LLC

  • $167 Billion
  • Q4 2024

A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 228,993 shares of DFAX stock, worth $5.9 Million. This represents 3.4% of its overall portfolio holdings.

Number of Shares
228,993
Previous 241,488 5.17%
Holding current value
$5.9 Million
Previous $6.52 Billion 12.72%
% of portfolio
3.4%
Previous 4.12%

Shares

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

Feb 04, 2025
SELL
$24.76 - $27.04 $309,376 - $337,864
-12,495 Reduced 5.17%
228,993 $5.69 Billion
Q3 2024

Nov 12, 2024
SELL
$24.29 - $27.25 $5.88 Million - $6.59 Million
-242,012 Reduced 50.05%
241,488 $6.52 Billion
Q2 2024

Aug 13, 2024
BUY
$24.57 - $26.36 $5.92 Million - $6.35 Million
241,083 Added 99.45%
483,500 $12.3 Billion
Q1 2024

May 14, 2024
SELL
$23.42 - $25.45 $1,897 - $2,061
-81 Reduced 0.03%
242,417 $6.17 Billion
Q4 2023

Feb 14, 2024
SELL
$21.44 - $24.42 $2,101 - $2,393
-98 Reduced 0.04%
242,498 $5.92 Billion
Q3 2023

Nov 13, 2023
SELL
$22.41 - $24.35 $67,723 - $73,585
-3,022 Reduced 1.23%
242,596 $5.46 Billion
Q2 2023

Aug 08, 2023
BUY
$22.56 - $24.03 $3,226 - $3,436
143 Added 0.06%
245,618 $5.73 Billion
Q1 2023

May 15, 2023
SELL
$21.74 - $23.72 $19,348 - $21,110
-890 Reduced 0.36%
245,475 $5.66 Billion
Q4 2022

Feb 13, 2023
BUY
$18.81 - $22.36 $4.63 Million - $5.51 Million
246,365 New
246,365 $5.32 Billion

Others Institutions Holding DFAX

# of Institutions
534
Shares Held
234M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Delap Wealth Advisory, LLC Portfolio

Follow Delap Wealth Advisory, 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 Delap Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delap Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email