Beverly Hills Private Wealth, LLC Dimensional ETF Tr Transaction History

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q4 2024

A detailed history of Beverly Hills Private Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 24,775 shares of DFAI stock, worth $771,989. This represents 0.15% of its overall portfolio holdings.

Number of Shares
24,775
Previous 34,288 27.74%
Holding current value
$771,989
Previous $1.09 Billion 33.61%
% of portfolio
0.15%
Previous 0.22%

Shares

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

Feb 13, 2025
SELL
$29.0 - $31.6 $275,877 - $300,610
-9,513 Reduced 27.74%
24,775 $723 Million
Q3 2023

Nov 08, 2023
SELL
$26.0 - $28.17 $891,488 - $965,892
-34,288 Reduced 50.0%
34,288 $895 Million
Q2 2023

Aug 09, 2023
BUY
$26.46 - $28.05 $907,260 - $961,778
34,288 Added 100.0%
68,576 $1.88 Billion
Q4 2022

Feb 13, 2023
BUY
$21.47 - $25.85 $736,163 - $886,344
34,288 New
34,288 $859 Million

Others Institutions Holding DFAI

# of Institutions
602
Shares Held
229M
Call Options Held
3.7K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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