A detailed history of Burney CO transactions in Dimensional ETF Tr stock. As of the latest transaction made, Burney CO holds 9,441 shares of DFAE stock, worth $248,581. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,441
Previous 12,685 25.57%
Holding current value
$248,581
Previous $305,000 23.61%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 22, 2024

SELL
$22.74 - $24.88 $73,768 - $80,710
-3,244 Reduced 25.57%
9,441 $233,000
Q4 2023

Feb 12, 2024

BUY
$21.63 - $24.11 $52,669 - $58,707
2,435 Added 23.76%
12,685 $305,000
Q3 2023

Nov 08, 2023

SELL
$22.43 - $24.83 $83,237 - $92,144
-3,711 Reduced 26.58%
10,250 $231,000
Q2 2023

Aug 09, 2023

BUY
$22.38 - $24.3 $5,841 - $6,342
261 Added 1.91%
13,961 $327,000
Q1 2023

May 10, 2023

BUY
$21.78 - $24.36 $1,285 - $1,437
59 Added 0.43%
13,700 $315,000
Q4 2022

Feb 06, 2023

BUY
$20.68 - $22.73 $4,425 - $4,864
214 Added 1.59%
13,641 $299,000
Q3 2022

Nov 15, 2022

SELL
$20.79 - $23.68 $8,960 - $10,206
-431 Reduced 3.11%
13,427 $270,000
Q2 2022

Aug 12, 2022

BUY
$22.9 - $27.06 $526 - $622
23 Added 0.17%
13,858 $321,000
Q1 2022

May 09, 2022

SELL
$24.29 - $28.31 $203,671 - $237,379
-8,385 Reduced 37.74%
13,835 $363,000
Q4 2021

Feb 11, 2022

BUY
$26.45 - $28.31 $21,689 - $23,214
820 Added 3.83%
22,220 $608,000
Q3 2021

Nov 12, 2021

BUY
$26.95 - $29.48 $23,069 - $25,234
856 Added 4.17%
21,400 $583,000
Q1 2021

May 13, 2021

BUY
$27.13 - $29.82 $557,358 - $612,622
20,544 New
20,544 $577,000

Others Institutions Holding DFAE

About DIMENSIONAL ETF TR


  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
Track This Portfolio

Track Burney CO Portfolio

Follow Burney CO 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 Burney CO, based on Form 13F filings with the SEC.

News

Stay updated on Burney CO with notifications on news.