A detailed history of Better Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Better Wealth, LLC holds 921,792 shares of DFAX stock, worth $23.2 Million. This represents 7.54% of its overall portfolio holdings.

Number of Shares
921,792
Previous 917,500 0.47%
Holding current value
$23.2 Million
Previous $23.3 Million 6.75%
% of portfolio
7.54%
Previous 7.62%

Shares

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

Oct 22, 2024

BUY
$24.29 - $27.25 $104,252 - $116,957
4,292 Added 0.47%
921,792 $24.9 Million
Q2 2024

Jul 19, 2024

SELL
$24.57 - $26.36 $595,552 - $638,940
-24,239 Reduced 2.57%
917,500 $23.3 Million
Q1 2024

Apr 19, 2024

BUY
$23.42 - $25.45 $328,114 - $356,554
14,010 Added 1.51%
941,739 $24 Million
Q4 2023

Jan 23, 2024

BUY
$21.44 - $24.42 $2.09 Million - $2.38 Million
97,575 Added 11.75%
927,729 $22.7 Million
Q3 2023

Oct 23, 2023

SELL
$22.41 - $24.35 $41,525 - $45,120
-1,853 Reduced 0.22%
830,154 $18.7 Million
Q2 2023

Jul 24, 2023

BUY
$22.56 - $24.03 $177,050 - $188,587
7,848 Added 0.95%
832,007 $19.4 Million
Q1 2023

Apr 19, 2023

SELL
$21.74 - $23.72 $97,808 - $106,716
-4,499 Reduced 0.54%
824,159 $19 Million
Q4 2022

Jan 23, 2023

BUY
$18.81 - $22.36 $219,004 - $260,337
11,643 Added 1.43%
828,658 $0
Q3 2022

Oct 28, 2022

BUY
$18.89 - $22.64 $159,714 - $191,421
8,455 Added 1.05%
817,015 $15.4 Million
Q2 2022

Jul 29, 2022

BUY
$21.22 - $25.37 $17.2 Million - $20.5 Million
808,560 New
808,560 $17.3 Million
Q1 2022

May 02, 2022

SELL
$23.26 - $26.72 $18 Million - $20.7 Million
-775,203 Closed
0 $0
Q4 2021

Mar 03, 2022

BUY
$25.17 - $26.82 $19.5 Million - $20.8 Million
775,203 New
775,203 $20.2 Million

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Better Wealth, LLC Portfolio

Follow Better Wealth, 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 Better Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Better Wealth, LLC with notifications on news.