Beverly Hills Private Wealth, LLC Dimensional ETF Tr Transaction History

Beverly Hills Private Wealth, LLC

  • $433 Billion
  • Q1 2024

A detailed history of Beverly Hills Private Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 34,288 shares of DFAI stock, worth $1.05 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
34,288
Previous 34,288 -0.0%
Holding current value
$1.05 Million
Previous $982 Million 5.52%
% of portfolio
0.24%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023
SELL
$26.0 - $28.17 $891,488 - $965,892
-34,288 Reduced 50.0%
34,288 $895 Million
Q2 2023

Aug 09, 2023
BUY
$26.46 - $28.05 $907,260 - $961,778
34,288 Added 100.0%
68,576 $1.88 Billion
Q4 2022

Feb 13, 2023
BUY
$23.24 - $25.85 $796,853 - $886,344
34,288 New
34,288 $859 Million

Others Institutions Holding DFAI

# of Institutions
495
Shares Held
143M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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