A detailed history of Balasa Dinverno & Foltz LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 292,412 shares of DFAX stock, worth $7.94 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
292,412
Previous 302,897 3.46%
Holding current value
$7.94 Million
Previous $6.49 Million 14.94%
% of portfolio
0.35%
Previous 0.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 25, 2022

SELL
$18.89 - $22.64 $198,061 - $237,380
-10,485 Reduced 3.46%
292,412 $5.52 Million
Q2 2022

Aug 09, 2022

SELL
$21.22 - $25.37 $4,816 - $5,758
-227 Reduced 0.07%
302,897 $6.49 Million
Q1 2022

Apr 25, 2022

SELL
$23.26 - $26.72 $40,751 - $46,813
-1,752 Reduced 0.57%
303,124 $7.56 Million
Q4 2021

Jan 26, 2022

SELL
$25.17 - $26.82 $353,185 - $376,338
-14,032 Reduced 4.4%
304,876 $7.96 Million
Q3 2021

Oct 26, 2021

BUY
$25.83 - $27.21 $8.24 Million - $8.68 Million
318,908 New
318,908 $8.25 Million

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Balasa Dinverno & Foltz LLC Portfolio

Follow Balasa Dinverno & Foltz 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 Balasa Dinverno & Foltz LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balasa Dinverno & Foltz LLC with notifications on news.