A detailed history of Belpointe Asset Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Belpointe Asset Management LLC holds 262 shares of DFAX stock, worth $6,492. This represents 0.0% of its overall portfolio holdings.

Number of Shares
262
Previous 261 0.38%
Holding current value
$6,492
Previous $6,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$24.29 - $27.25 $24 - $27
1 Added 0.38%
262 $7,000
Q2 2024

Aug 02, 2024

BUY
$24.57 - $26.36 $6,412 - $6,879
261 New
261 $6,000
Q2 2023

Aug 14, 2023

SELL
$22.56 - $24.03 $1.16 Million - $1.23 Million
-51,281 Reduced 85.36%
8,795 $205,000
Q1 2023

May 15, 2023

SELL
$21.74 - $23.72 $10,391 - $11,338
-478 Reduced 0.79%
60,076 $1.39 Million
Q4 2022

Feb 08, 2023

SELL
$18.81 - $22.36 $4,721 - $5,612
-251 Reduced 0.41%
60,554 $1.31 Million
Q3 2022

Nov 14, 2022

BUY
$18.89 - $22.64 $642 - $769
34 Added 0.06%
60,805 $1.15 Million
Q2 2022

Aug 02, 2022

BUY
$21.22 - $25.37 $623,910 - $745,928
29,402 Added 93.73%
60,771 $1.3 Million
Q1 2022

Apr 28, 2022

BUY
$23.26 - $26.72 $570,777 - $655,682
24,539 Added 359.28%
31,369 $783,000
Q4 2021

Feb 15, 2022

BUY
$25.17 - $26.82 $171,911 - $183,180
6,830 New
6,830 $178,000

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Belpointe Asset Management LLC Portfolio

Follow Belpointe Asset Management 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 Belpointe Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Belpointe Asset Management LLC with notifications on news.