Ae Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 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 5,788 shares of DFIC stock, worth $190,077. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,788
Previous 5,200 11.31%
Holding current value
$190,077
Previous $144,000 24.31%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$24.94 - $31.15 $14,664 - $18,316
588 Added 11.31%
5,788 $179,000
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
522
Shares Held
300M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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