Align Wealth Management, LLC Dimensional ETF Tr Transaction History

Align Wealth Management, LLC

  • $118 Billion
  • Q4 2022

A detailed history of Align Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Align Wealth Management, LLC holds 300,295 shares of DFAX stock, worth $7.87 Million. This represents 4.8% of its overall portfolio holdings.

Number of Shares
300,295
Holding current value
$7.87 Million
% of portfolio
4.8%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 09, 2023
BUY
$18.81 - $22.36 $5.65 Million - $6.71 Million
300,295 New
300,295 $5.67 Billion

Others Institutions Holding DFAX

# of Institutions
506
Shares Held
225M
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 Align Wealth Management, LLC Portfolio

Follow Align Wealth Management, 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 Align Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Align Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email