Avondale Wealth Management Dimensional ETF Tr Transaction History

Avondale Wealth Management

$153 Million
Q1 2025

A detailed history of Avondale Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Avondale Wealth Management holds 436,950 shares of DFAE stock, worth $11.9 Million. This represents 7.42% of its overall portfolio holdings.

Number of Shares

436,950

Previous 417,118 4.75%

Holding current value

$11.9 Million

Previous $10.6 Million 7.27%

% of portfolio

7.42%

Previous 7.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

565

Shares Held

162M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Avondale Wealth Management Dimensional ETF Tr Transaction History