Modern Wealth Management, LLC Dimensional ETF Tr Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 7,746 shares of DFAX stock, worth $191,945. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,746
Previous 9,364 17.28%
Holding current value
$191,945
Previous $238 Million 12.11%
% of portfolio
0.01%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$24.29 - $27.25 $39,301 - $44,090
-1,618 Reduced 17.28%
7,746 $209 Million
Q2 2024

Aug 07, 2024
BUY
$24.57 - $26.36 $230,073 - $246,835
9,364 New
9,364 $238 Million

Others Institutions Holding DFAX

# of Institutions
512
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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