A detailed history of Beacon Financial Advisory LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 9,901 shares of DFAI stock, worth $294,950. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,901
Previous 10,891 9.09%
Holding current value
$294,950
Previous $323,000 2.79%
% of portfolio
0.12%
Previous 0.13%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$28.69 - $32.06 $28,403 - $31,739
-990 Reduced 9.09%
9,901 $314,000
Q2 2024

Jul 26, 2024

SELL
$28.93 - $30.91 $63,617 - $67,971
-2,199 Reduced 16.8%
10,891 $323,000
Q1 2024

May 01, 2024

BUY
$27.74 - $30.27 $55 - $60
2 Added 0.02%
13,090 $395,000
Q4 2023

Jan 23, 2024

SELL
$24.88 - $28.69 $24,606 - $28,374
-989 Reduced 7.03%
13,088 $374,000
Q3 2023

Oct 25, 2023

BUY
$26.0 - $28.17 $208 - $225
8 Added 0.06%
14,077 $367,000
Q2 2023

Jul 17, 2023

BUY
$26.46 - $28.05 $529 - $561
20 Added 0.14%
14,069 $384,000
Q1 2023

Apr 18, 2023

BUY
$25.21 - $27.45 $12,731 - $13,862
505 Added 3.73%
14,049 $378,000
Q4 2022

Jan 20, 2023

SELL
$21.47 - $25.85 $24,368 - $29,339
-1,135 Reduced 7.73%
13,544 $0
Q3 2022

Oct 21, 2022

SELL
$21.44 - $25.78 $89,254 - $107,322
-4,163 Reduced 22.09%
14,679 $317,000
Q2 2022

Jul 25, 2022

SELL
$23.87 - $28.49 $6,588 - $7,863
-276 Reduced 1.44%
18,842 $455,000
Q1 2022

Apr 27, 2022

BUY
$25.94 - $30.08 $17,172 - $19,912
662 Added 3.59%
19,118 $538,000
Q4 2021

Jan 21, 2022

SELL
$28.27 - $30.4 $147,936 - $159,083
-5,233 Reduced 22.09%
18,456 $546,000
Q3 2021

Nov 15, 2021

BUY
$28.39 - $30.41 $30,206 - $32,356
1,064 Added 4.7%
23,689 $685,000
Q2 2021

Jul 14, 2021

SELL
$28.24 - $30.33 $181,385 - $194,809
-6,423 Reduced 22.11%
22,625 $661,000
Q1 2021

Apr 20, 2021

BUY
$26.33 - $28.4 $764,833 - $824,963
29,048 New
29,048 $810,000

Others Institutions Holding DFAI

About DIMENSIONAL ETF TR


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

Track Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory 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 Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.