Birchcreek Wealth Management, LLC Dimensional ETF Tr Transaction History

Birchcreek Wealth Management, LLC

  • $174 Million
  • Q2 2024

A detailed history of Birchcreek Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 25,172 shares of DFAI stock, worth $761,704. This represents 0.43% of its overall portfolio holdings.

Number of Shares
25,172
Previous 60,628 58.48%
Holding current value
$761,704
Previous $1.83 Million 59.28%
% of portfolio
0.43%
Previous 0.97%

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
527
Shares Held
164M
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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