Avondale Wealth Management Dimensional ETF Tr Transaction History

Avondale Wealth Management

  • $164 Million
  • Q2 2025

A detailed history of Avondale Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Avondale Wealth Management holds 362,622 shares of DFAE stock, worth $11.8 Million. This represents 6.38% of its overall portfolio holdings.

Number of Shares
362,622
Previous 436,950 17.01%
Holding current value
$11.8 Million
Previous $11.3 Million 7.49%
% of portfolio
6.38%
Previous 7.42%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$22.87 - $28.95 $1.7 Million - $2.15 Million
-74,328 Reduced 17.01%
362,622 $10.5 Million
Q1 2025

Apr 08, 2025
BUY
$24.64 - $26.86 $488,660 - $532,687
19,832 Added 4.75%
436,950 $11.3 Million
Q4 2024

Jan 10, 2025
BUY
$25.36 - $28.15 $671,025 - $744,849
26,460 Added 6.77%
417,118 $10.6 Million
Q3 2024

Oct 10, 2024
BUY
$24.46 - $27.82 $405,228 - $460,893
16,567 Added 4.43%
390,658 $10.7 Million
Q2 2024

Jul 12, 2024
SELL
$24.03 - $26.3 $282,592 - $309,288
-11,760 Reduced 3.05%
374,091 $9.68 Million
Q1 2024

Apr 02, 2024
BUY
$22.74 - $24.88 $431,673 - $472,297
18,983 Added 5.17%
385,851 $9.54 Million
Q4 2023

Jan 10, 2024
BUY
$21.63 - $24.11 $508,478 - $566,777
23,508 Added 6.85%
366,868 $8.85 Million
Q3 2023

Oct 10, 2023
SELL
$22.43 - $24.83 $785 - $869
-35 Reduced 0.01%
343,360 $7.75 Million
Q2 2023

Jul 06, 2023
BUY
$22.38 - $24.3 $7.69 Million - $8.34 Million
343,395 New
343,395 $8.06 Million

Others Institutions Holding DFAE

# of Institutions
617
Shares Held
180M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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