Avidian Wealth Solutions, LLC Dimensional ETF Tr Transaction History

Avidian Wealth Solutions, LLC

  • $2.16 Billion
  • Q4 2024

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 57,372 shares of DFAI stock, worth $1.74 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
57,372
Previous 58,028 1.13%
Holding current value
$1.74 Million
Previous $1.84 Million 9.16%
% of portfolio
0.08%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
549
Shares Held
186M
Call Options Held
7.8K
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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