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 72,985 shares of DFAX stock, worth $1.87 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
72,985
Previous 77,061 5.29%
Holding current value
$1.87 Million
Previous $1.96 Million 0.66%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024
SELL
$24.29 - $27.25 $99,006 - $111,071
-4,076 Reduced 5.29%
72,985 $1.97 Million
Q2 2024

Aug 12, 2024
SELL
$24.57 - $26.36 $103,046 - $110,553
-4,194 Reduced 5.16%
77,061 $1.96 Million
Q1 2024

May 15, 2024
SELL
$23.42 - $25.45 $2.07 Million - $2.24 Million
-88,174 Reduced 52.04%
81,255 $2.07 Million
Q4 2023

Feb 14, 2024
SELL
$21.44 - $24.42 $165,924 - $188,986
-7,739 Reduced 4.37%
169,429 $4.14 Million
Q3 2023

Oct 11, 2023
BUY
$22.41 - $24.35 $592,744 - $644,057
26,450 Added 17.55%
177,168 $3.99 Million
Q2 2023

Jul 10, 2023
SELL
$22.56 - $24.03 $352,703 - $375,685
-15,634 Reduced 9.4%
150,718 $3.51 Million
Q1 2023

Apr 14, 2023
BUY
$21.74 - $23.72 $1.16 Million - $1.27 Million
53,520 Added 47.43%
166,352 $3.84 Million
Q4 2022

Jan 31, 2023
SELL
$18.81 - $22.36 $322,328 - $383,160
-17,136 Reduced 13.18%
112,832 $2.44 Million
Q3 2022

Oct 25, 2022
BUY
$18.89 - $22.64 $237,333 - $284,448
12,564 Added 10.7%
129,968 $2.46 Million
Q2 2022

Aug 03, 2022
BUY
$21.22 - $25.37 $2.49 Million - $2.98 Million
117,404 New
117,404 $2.52 Million
Q1 2022

Apr 18, 2022
SELL
$23.26 - $26.72 $1.15 Million - $1.32 Million
-49,287 Closed
0 $0
Q4 2021

Jan 20, 2022
BUY
$25.17 - $26.82 $475,536 - $506,710
18,893 Added 62.16%
49,287 $1.29 Million
Q3 2021

Nov 01, 2021
BUY
$25.83 - $27.21 $785,077 - $827,020
30,394 New
30,394 $787,000

Others Institutions Holding DFAX

# of Institutions
518
Shares Held
226M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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