A detailed history of Avondale Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Avondale Wealth Management holds 374,091 shares of DFAE stock, worth $9.59 Million. This represents 6.7% of its overall portfolio holdings.

Number of Shares
374,091
Previous 385,851 3.05%
Holding current value
$9.59 Million
Previous $9.54 Million 1.46%
% of portfolio
6.7%
Previous 6.71%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR


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

Track Avondale Wealth Management Portfolio

Follow Avondale Wealth Management 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 Avondale Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Avondale Wealth Management with notifications on news.