Bartlett & Co. Wealth Management LLC Dimensional ETF Tr Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.5 Trillion
  • Q1 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 8,744 shares of DFAX stock, worth $225,595. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,744
Previous 10,920 19.93%
Holding current value
$225,595
Previous $267 Million 16.58%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$23.42 - $25.45 $50,961 - $55,379
-2,176 Reduced 19.93%
8,744 $222 Million
Q4 2023

Feb 14, 2024
BUY
$21.44 - $24.42 $234,124 - $266,666
10,920 New
10,920 $267 Million

Others Institutions Holding DFAX

# of Institutions
470
Shares Held
211M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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