Magnolia Private Wealth, LLC Dimensional ETF Tr Transaction History

Magnolia Private Wealth, LLC

  • $129 Billion
  • Q2 2025

A detailed history of Magnolia Private Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 16,724 shares of DFAE stock, worth $514,095. This represents 0.38% of its overall portfolio holdings.

Number of Shares
16,724
Previous 16,380 2.1%
Holding current value
$514,095
Previous $424 Million 14.17%
% of portfolio
0.38%
Previous 0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$22.87 - $28.95 $7,867 - $9,958
344 Added 2.1%
16,724 $484 Million
Q1 2025

Apr 15, 2025
BUY
$24.64 - $26.86 $159,667 - $174,052
6,480 Added 65.45%
16,380 $424 Million
Q4 2024

Feb 04, 2025
BUY
$25.36 - $28.15 $251,064 - $278,685
9,900 New
9,900 $251 Million

Others Institutions Holding DFAE

# of Institutions
605
Shares Held
175M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
Track This Portfolio

Track Magnolia Private Wealth, LLC Portfolio

Follow Magnolia Private Wealth, 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 Magnolia Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Magnolia Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email