Allworth Financial LP Dimensional ETF Tr Dimensional Transaction History

Allworth Financial LP

$17.3 Billion
Q4 2024

A detailed history of Allworth Financial LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Allworth Financial LP holds 67,366 shares of DFAR stock, worth $1.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

67,366

Previous 43,874 53.54%

Holding current value

$1.6 Million

Previous $1.12 Million 39.41%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$22.72 - $25.76 $533,738 - $605,153	23,492 Added 53.54%	67,366 $1.57 Million
Q3 2024 Oct 23, 2024	SELL	$21.91 - $26.03 $99,953 - $118,748	-4,562 Reduced 9.42%	43,874 $1.12 Million
Q2 2024 Jul 23, 2024	BUY	$20.41 - $22.23 $937,859 - $1.02 Million	45,951 Added 1849.13%	48,436 $1.07 Million
Q1 2024 Apr 25, 2024	BUY	$21.28 - $22.96 $1,915 - $2,066	90 Added 3.76%	2,485 $55,000
Q4 2023 Jan 24, 2024	SELL	$18.45 - $23.08 $31,051 - $38,843	-1,683 Reduced 41.27%	2,395 $54,000
Q3 2023 Oct 31, 2023	SELL	$19.26 - $22.35 $60,572 - $70,290	-3,145 Reduced 43.54%	4,078 $79,000
Q2 2023 Jul 18, 2023	SELL	$20.22 - $21.63 $28,065 - $30,022	-1,388 Reduced 16.12%	7,223 $155,000
Q4 2022 Jan 13, 2023	BUY	$19.45 - $22.52 $79,317 - $91,836	4,078 Added 89.96%	8,611 $0
Q2 2022 Jul 13, 2022	BUY	$21.92 - $28.24 $99,363 - $128,011	4,533 New	4,533 $105,000

Others Institutions Holding DFAR

# of Institutions

236

Shares Held

38.9M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

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Allworth Financial LP Dimensional ETF Tr Dimensional Transaction History