Ae Wealth Management LLC Dimensional ETF Tr Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 283,456 shares of DFAE stock, worth $7.72 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
283,456
Previous 260,273 8.91%
Holding current value
$7.72 Million
Previous $6.6 Million 11.18%
% of portfolio
0.07%
Previous 0.06%

Shares

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

May 06, 2025
BUY
$24.64 - $26.86 $571,229 - $622,695
23,183 Added 8.91%
283,456 $7.34 Million
Q4 2024

Feb 13, 2025
BUY
$25.36 - $28.15 $744,239 - $826,118
29,347 Added 12.71%
260,273 $6.6 Million
Q3 2024

Nov 14, 2024
BUY
$24.46 - $27.82 $711,394 - $809,116
29,084 Added 14.41%
230,926 $6.33 Million
Q2 2024

Aug 12, 2024
BUY
$24.03 - $26.3 $361,867 - $396,051
15,059 Added 8.06%
201,842 $5.22 Million
Q1 2024

May 15, 2024
BUY
$22.74 - $24.88 $429,808 - $470,256
18,901 Added 11.26%
186,783 $4.62 Million
Q4 2023

Feb 14, 2024
BUY
$21.63 - $24.11 $566,879 - $631,874
26,208 Added 18.5%
167,882 $4.05 Million
Q3 2023

Oct 11, 2023
BUY
$22.43 - $24.83 $562,118 - $622,264
25,061 Added 21.49%
141,674 $3.2 Million
Q2 2023

Jul 10, 2023
BUY
$22.38 - $24.3 $188,215 - $204,363
8,410 Added 7.77%
116,613 $2.74 Million
Q1 2023

Apr 14, 2023
BUY
$21.78 - $24.36 $835,088 - $934,011
38,342 Added 54.88%
108,203 $2.49 Million
Q4 2022

Jan 31, 2023
BUY
$19.67 - $22.73 $324,712 - $375,226
16,508 Added 30.94%
69,861 $1.53 Million
Q3 2022

Oct 25, 2022
BUY
$20.09 - $23.68 $180,408 - $212,646
8,980 Added 20.24%
53,353 $1.07 Million
Q2 2022

Aug 03, 2022
BUY
$22.9 - $27.06 $360,171 - $425,599
15,728 Added 54.91%
44,373 $1.03 Million
Q1 2022

Apr 18, 2022
BUY
$24.29 - $28.31 $695,787 - $810,939
28,645 New
28,645 $752,000

Others Institutions Holding DFAE

# of Institutions
565
Shares Held
162M
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
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