Ae Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025

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 5,200 shares of DFIC stock, worth $158,392. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,200
Previous 6,127 15.13%
Holding current value
$158,392
Previous $158,000 8.86%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 06, 2025
SELL
$25.54 - $28.79 $23,675 - $26,688
-927 Reduced 15.13%
5,200 $144,000
Q4 2024

Feb 13, 2025
SELL
$25.61 - $28.0 $350,088 - $382,760
-13,670 Reduced 69.05%
6,127 $158,000
Q3 2024

Nov 14, 2024
BUY
$25.36 - $28.37 $502,051 - $561,640
19,797 New
19,797 $557,000
Q1 2024

May 15, 2024
SELL
$24.62 - $26.83 $249,720 - $272,136
-10,143 Reduced 51.25%
9,647 $258,000
Q4 2023

Feb 14, 2024
BUY
$22.18 - $25.58 $438,942 - $506,228
19,790 New
19,790 $505,000

Others Institutions Holding DFIC

# of Institutions
471
Shares Held
279M
Call Options Held
6.6K
Put Options Held
3.9K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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