Ae Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History

Ae Wealth Management LLC

$9.03 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$46.78 - $47.19 $8 Million - $8.07 Million	-171,027 Reduced 97.16%	5,000 $235,000
Q4 2023 Feb 14, 2024	BUY	$46.16 - $47.09 $4.84 Million - $4.94 Million	104,941 Added 147.63%	176,027 $8.28 Million
Q3 2023 Oct 11, 2023	BUY	$46.24 - $46.65 $165,770 - $167,240	3,585 Added 5.31%	71,086 $3.3 Million
Q2 2023 Jul 10, 2023	BUY	$46.28 - $46.83 $1.13 Million - $1.15 Million	24,455 Added 56.81%	67,501 $3.13 Million
Q1 2023 Apr 14, 2023	SELL	$46.1 - $46.75 $55,919 - $56,707	-1,213 Reduced 2.74%	43,046 $2.01 Million
Q4 2022 Jan 31, 2023	SELL	$45.19 - $46.47 $78,404 - $80,625	-1,735 Reduced 3.77%	44,259 $2.04 Million
Q3 2022 Oct 25, 2022	SELL	$45.55 - $47.51 $24,642 - $25,702	-541 Reduced 1.16%	45,994 $2.12 Million
Q2 2022 Aug 03, 2022	BUY	$46.22 - $47.82 $2.15 Million - $2.23 Million	46,535 New	46,535 $2.18 Million

Others Institutions Holding DFSD

# of Institutions

258

Shares Held

46.3M

Call Options Held

0

Put Options Held

0

Resources Investment Advisors, Llc. Overland Park, KS

2.39M
Shares

$113 Million
1.35% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.37M
Shares

$112 Million
11.04% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.08M
Shares

$98.4 Million
1.09% of portfolio
Di Nuzzo Private Wealth, Inc. Beaver, PA

2M
Shares

$94.6 Million
15.04% of portfolio
Planning Center, Inc.

1.97M
Shares

$93.4 Million
16.69% of portfolio

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
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