Drive Wealth Management, LLC Dimensional ETF Tr Transaction History

Drive Wealth Management, LLC

$367 Million
Q2 2024

A detailed history of Drive Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Drive Wealth Management, LLC holds 159,274 shares of DFAI stock, worth $5.01 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

159,274

Previous 149,383 6.62%

Holding current value

$5.01 Million

Previous $4.51 Million 4.67%

% of portfolio

1.29%

Previous 1.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$28.93 - $30.91 $286,146 - $305,730	9,891 Added 6.62%	159,274 $4.73 Million
Q1 2024 Apr 22, 2024	BUY	$27.74 - $30.27 $366,944 - $400,411	13,228 Added 9.72%	149,383 $4.51 Million
Q4 2023 Jan 22, 2024	BUY	$24.88 - $28.69 $15,127 - $17,443	608 Added 0.45%	136,155 $3.9 Million
Q3 2023 Oct 10, 2023	SELL	$26.0 - $28.17 $230,100 - $249,304	-8,850 Reduced 6.13%	135,547 $3.54 Million
Q2 2023 Jul 14, 2023	SELL	$26.46 - $28.05 $326,675 - $346,305	-12,346 Reduced 7.88%	144,397 $3.94 Million
Q1 2023 Apr 13, 2023	BUY	$25.21 - $27.45 $1.22 Million - $1.33 Million	48,524 Added 44.84%	156,743 $4.22 Million
Q4 2022 Jan 27, 2023	BUY	$21.47 - $25.85 $2.32 Million - $2.8 Million	108,219 New	108,219 $0

Others Institutions Holding DFAI

# of Institutions

520

Shares Held

159M

Call Options Held

400

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Drive Wealth Management, LLC Dimensional ETF Tr Transaction History