A detailed history of Atlas Capital Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 662 shares of DFAI stock, worth $19,720. This represents 0.0% of its overall portfolio holdings.

Number of Shares
662
Previous 946 30.02%
Holding current value
$19,720
Previous $28.1 Million 25.05%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$28.69 - $32.06 $8,147 - $9,105
-284 Reduced 30.02%
662 $21 Million
Q1 2024

Apr 15, 2024

SELL
$27.74 - $30.27 $122,056 - $133,188
-4,400 Reduced 82.3%
946 $28.6 Million
Q4 2023

Feb 15, 2024

SELL
$24.88 - $28.69 $24,481 - $28,230
-984 Reduced 15.55%
5,346 $153 Million
Q3 2023

Nov 14, 2023

SELL
$26.0 - $28.17 $54,600 - $59,157
-2,100 Reduced 24.91%
6,330 $165 Million
Q1 2023

May 16, 2023

SELL
$25.21 - $27.45 $50,420 - $54,900
-2,000 Reduced 19.18%
8,430 $227 Million
Q4 2022

Feb 15, 2023

SELL
$21.47 - $25.85 $38,624 - $46,504
-1,799 Reduced 14.71%
10,430 $261 Million
Q3 2022

Nov 08, 2022

SELL
$21.44 - $25.78 $40,736 - $48,982
-1,900 Reduced 13.45%
12,229 $264 Million
Q2 2022

Aug 16, 2022

BUY
$23.87 - $28.49 $37,905 - $45,242
1,588 Added 12.66%
14,129 $341 Million
Q1 2022

May 11, 2022

BUY
$25.94 - $30.08 $31,128 - $36,096
1,200 Added 10.58%
12,541 $353 Million
Q4 2021

Feb 01, 2022

BUY
$28.27 - $30.4 $134,452 - $144,582
4,756 Added 72.22%
11,341 $335 Million
Q3 2021

Oct 28, 2021

BUY
$28.39 - $30.41 $99,450 - $106,526
3,503 Added 113.66%
6,585 $190,000
Q2 2021

Jul 30, 2021

BUY
$28.24 - $30.33 $87,035 - $93,477
3,082 New
3,082 $90,000

Others Institutions Holding DFAI

About DIMENSIONAL ETF TR


  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Atlas Capital Advisors LLC Portfolio

Follow Atlas Capital Advisors 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 Atlas Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Capital Advisors LLC with notifications on news.