Ae Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Ae Wealth Management LLC

  • $9.76 Billion
  • Q3 2024

A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ae Wealth Management LLC holds 135,475 shares of DFAR stock, worth $3.18 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
135,475
Previous 124,693 8.65%
Holding current value
$3.18 Million
Previous $2.76 Million 26.06%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 14, 2024
BUY
$21.91 - $26.03 $236,233 - $280,655
10,782 Added 8.65%
135,475 $3.47 Million
Q2 2024

Aug 12, 2024
BUY
$20.41 - $22.23 $195,813 - $213,274
9,594 Added 8.34%
124,693 $2.76 Million
Q1 2024

May 15, 2024
SELL
$21.28 - $22.96 $9.24 Million - $9.97 Million
-434,121 Reduced 79.04%
115,099 $2.57 Million
Q4 2023

Feb 14, 2024
BUY
$18.45 - $23.08 $2.53 Million - $3.16 Million
137,031 Added 33.24%
549,220 $12.5 Million
Q3 2023

Oct 11, 2023
BUY
$19.26 - $22.35 $627,298 - $727,939
32,570 Added 8.58%
412,189 $8.05 Million
Q2 2023

Jul 10, 2023
BUY
$20.22 - $21.63 $609,329 - $651,820
30,135 Added 8.62%
379,619 $8.17 Million
Q1 2023

Apr 14, 2023
BUY
$19.83 - $23.92 $5.99 Million - $7.22 Million
302,009 Added 636.14%
349,484 $7.51 Million
Q4 2022

Jan 31, 2023
BUY
$19.45 - $22.52 $247,773 - $286,882
12,739 Added 36.67%
47,475 $1 Million
Q3 2022

Oct 25, 2022
BUY
$20.34 - $25.89 $143,702 - $182,912
7,065 Added 25.53%
34,736 $714,000
Q2 2022

Aug 03, 2022
BUY
$21.92 - $28.24 $606,548 - $781,429
27,671 New
27,671 $639,000

Others Institutions Holding DFAR

# of Institutions
222
Shares Held
36M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email