Archvest Wealth Advisors, Inc. Dimensional ETF Tr Transaction History

Archvest Wealth Advisors, Inc.

  • $120 Million
  • Q1 2025

A detailed history of Archvest Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 346,122 shares of DFAI stock, worth $11.2 Million. This represents 9.0% of its overall portfolio holdings.

Number of Shares
346,122
Previous 325,549 6.32%
Holding current value
$11.2 Million
Previous $9.51 Million 13.71%
% of portfolio
9.0%
Previous 6.93%

Shares

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

May 02, 2025
BUY
$28.88 - $32.4 $594,148 - $666,565
20,573 Added 6.32%
346,122 $10.8 Million
Q4 2024

Jan 28, 2025
BUY
$29.0 - $31.6 $8.2 Million - $8.93 Million
282,602 Added 658.03%
325,549 $9.51 Million
Q3 2024

Nov 04, 2024
BUY
$28.69 - $32.06 $1.23 Million - $1.38 Million
42,947 New
42,947 $1.36 Million

Others Institutions Holding DFAI

# of Institutions
630
Shares Held
235M
Call Options Held
3.7K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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