Joel Adams & Associates, Inc. Dimensional ETF Tr Transaction History

Joel Adams & Associates, Inc.

  • $111 Billion
  • Q1 2025

A detailed history of Joel Adams & Associates, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 10,984 shares of DFAX stock, worth $314,911. This represents 0.26% of its overall portfolio holdings.

Number of Shares
10,984
Previous 10,956 0.26%
Holding current value
$314,911
Previous $272 Million 5.66%
% of portfolio
0.26%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$24.45 - $27.2 $684 - $761
28 Added 0.26%
10,984 $288 Million
Q4 2024

Jan 31, 2025
BUY
$24.76 - $27.04 $271,270 - $296,250
10,956 New
10,956 $272 Million

Others Institutions Holding DFAX

# of Institutions
607
Shares Held
248M
Call Options Held
6.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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

Track Joel Adams & Associates, Inc. Portfolio

Follow Joel Adams & Associates, Inc. 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 Joel Adams & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Joel Adams & Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email