Ae Wealth Management LLC Dimensional ETF Tr Transaction History

Ae Wealth Management LLC

  • $9.76 Billion
  • Q3 2024

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 534,433 shares of DFAI stock, worth $15.6 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
534,433
Previous 481,486 11.0%
Holding current value
$15.6 Million
Previous $14.3 Million 18.89%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Nov 14, 2024
BUY
$28.69 - $32.06 $1.52 Million - $1.7 Million
52,947 Added 11.0%
534,433 $17 Million
Q2 2024

Aug 12, 2024
BUY
$28.93 - $30.91 $11,166 - $11,931
386 Added 0.08%
481,486 $14.3 Million
Q1 2024

May 15, 2024
BUY
$27.74 - $30.27 $1.19 Million - $1.3 Million
43,032 Added 9.82%
481,100 $14.5 Million
Q4 2023

Feb 14, 2024
BUY
$24.88 - $28.69 $1.52 Million - $1.75 Million
61,042 Added 16.19%
438,068 $12.5 Million
Q3 2023

Oct 11, 2023
BUY
$26.0 - $28.17 $1.88 Million - $2.03 Million
72,213 Added 23.69%
377,026 $9.84 Million
Q2 2023

Jul 10, 2023
BUY
$26.46 - $28.05 $2.09 Million - $2.21 Million
78,813 Added 34.87%
304,813 $8.33 Million
Q1 2023

Apr 14, 2023
BUY
$25.21 - $27.45 $1.23 Million - $1.34 Million
48,960 Added 27.65%
226,000 $6.09 Million
Q4 2022

Jan 31, 2023
BUY
$21.47 - $25.85 $758,148 - $912,815
35,312 Added 24.92%
177,040 $4.43 Million
Q3 2022

Oct 25, 2022
BUY
$21.44 - $25.78 $708,527 - $851,951
33,047 Added 30.41%
141,728 $3.06 Million
Q2 2022

Aug 03, 2022
BUY
$23.87 - $28.49 $888,823 - $1.06 Million
37,236 Added 52.12%
108,681 $2.62 Million
Q1 2022

Apr 18, 2022
BUY
$25.94 - $30.08 $1.85 Million - $2.15 Million
71,445 New
71,445 $2.01 Million

Others Institutions Holding DFAI

# of Institutions
539
Shares Held
179M
Call Options Held
7.8K
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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