Capital Performance Advisors LLP Dimensional ETF Tr Transaction History

Capital Performance Advisors LLP

  • $449 Million
  • Q1 2025

A detailed history of Capital Performance Advisors LLP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Capital Performance Advisors LLP holds 15,611 shares of DFAI stock, worth $533,427. This represents 0.11% of its overall portfolio holdings.

Number of Shares
15,611
Previous 12,877 21.23%
Holding current value
$533,427
Previous $376,000 29.52%
% of portfolio
0.11%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$28.88 - $32.4 $78,957 - $88,581
2,734 Added 21.23%
15,611 $487,000
Q4 2024

Jan 31, 2025
SELL
$29.0 - $31.6 $25,288 - $27,555
-872 Reduced 6.34%
12,877 $376,000
Q3 2024

Nov 01, 2024
SELL
$28.69 - $32.06 $143,163 - $159,979
-4,990 Reduced 26.63%
13,749 $436,000
Q2 2024

Aug 01, 2024
BUY
$28.93 - $30.91 $256,377 - $273,924
8,862 Added 89.72%
18,739 $555,000
Q1 2024

Apr 26, 2024
BUY
$27.74 - $30.27 $45,715 - $49,884
1,648 Added 20.03%
9,877 $298,000
Q4 2023

Feb 06, 2024
BUY
$24.88 - $28.69 $204,737 - $236,090
8,229 New
8,229 $235,000

Others Institutions Holding DFAI

# of Institutions
645
Shares Held
235M
Call Options Held
500
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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