Birchcreek Wealth Management, LLC Dimensional ETF Tr Transaction History

Birchcreek Wealth Management, LLC

$152 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 02, 2024	SELL	$28.93 - $30.91 $1.03 Million - $1.1 Million	-35,456 Reduced 58.48%	25,172 $746,000
Q1 2024 Apr 29, 2024	BUY	$27.74 - $30.27 $28,627 - $31,238	1,032 Added 1.73%	60,628 $1.83 Million
Q4 2023 Feb 05, 2024	BUY	$24.88 - $28.69 $72,201 - $83,258	2,902 Added 5.12%	59,596 $1.71 Million
Q3 2023 Oct 23, 2023	BUY	$26.0 - $28.17 $129,350 - $140,145	4,975 Added 9.62%	56,694 $1.48 Million
Q2 2023 Jul 20, 2023	BUY	$26.46 - $28.05 $351,468 - $372,588	13,283 Added 34.56%	51,719 $1.41 Million
Q1 2023 May 01, 2023	BUY	$25.21 - $27.45 $451,057 - $491,135	17,892 Added 87.09%	38,436 $1.04 Million
Q4 2022 Feb 06, 2023	BUY	$21.47 - $25.85 $772 - $930	36 Added 0.18%	20,544 $514,000
Q3 2022 Nov 14, 2022	BUY	$21.44 - $25.78 $59,152 - $71,127	2,759 Added 15.54%	20,508 $442,000
Q2 2022 Aug 12, 2022	BUY	$23.87 - $28.49 $423,668 - $505,669	17,749 New	17,749 $428,000

Others Institutions Holding DFAI

# of Institutions

538

Shares Held

179M

Call Options Held

7.8K

Put Options Held

0

About DIMENSIONAL ETF TR

Ticker DFAI
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