Avidian Wealth Solutions, LLC Dimensional ETF Tr Transaction History

Avidian Wealth Solutions, LLC

  • $2.18 Billion
  • Q1 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 50,325 shares of DFAI stock, worth $1.69 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
50,325
Previous 57,372 12.28%
Holding current value
$1.69 Million
Previous $1.68 Million 6.21%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Apr 25, 2025
SELL
$28.88 - $32.4 $203,517 - $228,322
-7,047 Reduced 12.28%
50,325 $1.57 Million
Q4 2024

Jan 29, 2025
SELL
$29.0 - $31.6 $19,024 - $20,729
-656 Reduced 1.13%
57,372 $1.68 Million
Q3 2024

Oct 30, 2024
BUY
$28.69 - $32.06 $9,697 - $10,836
338 Added 0.59%
58,028 $1.84 Million
Q2 2024

Aug 06, 2024
BUY
$28.93 - $30.91 $1.67 Million - $1.78 Million
57,690 New
57,690 $1.71 Million

Others Institutions Holding DFAI

# of Institutions
644
Shares Held
235M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, 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 Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email