Captrust Financial Advisors Dimensional ETF Tr Transaction History

Captrust Financial Advisors

  • $34.2 Billion
  • Q4 2024

A detailed history of Captrust Financial Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, Captrust Financial Advisors holds 282,244 shares of DFAE stock, worth $7.46 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
282,244
Previous 293,567 3.86%
Holding current value
$7.46 Million
Previous $8.05 Million 11.05%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$25.36 - $28.15 $287,151 - $318,742
-11,323 Reduced 3.86%
282,244 $7.16 Million
Q3 2024

Nov 14, 2024
BUY
$24.46 - $27.82 $100,359 - $114,145
4,103 Added 1.42%
293,567 $8.05 Million
Q2 2024

Aug 14, 2024
BUY
$24.03 - $26.3 $56,638 - $61,989
2,357 Added 0.82%
289,464 $7.49 Million
Q1 2024

May 15, 2024
BUY
$22.74 - $24.88 $641,904 - $702,312
28,228 Added 10.9%
287,107 $7.1 Million
Q4 2023

Feb 14, 2024
BUY
$21.63 - $24.11 $103,239 - $115,077
4,773 Added 1.88%
258,879 $6.24 Million
Q3 2023

Nov 14, 2023
BUY
$22.43 - $24.83 $432,270 - $478,523
19,272 Added 8.21%
254,106 $5.74 Million
Q2 2023

Aug 14, 2023
BUY
$22.38 - $24.3 $1.75 Million - $1.91 Million
78,418 Added 50.13%
234,834 $5.51 Million
Q1 2023

May 15, 2023
BUY
$21.78 - $24.36 $82,393 - $92,153
3,783 Added 2.48%
156,416 $3.6 Million
Q4 2022

Feb 15, 2023
BUY
$19.67 - $22.73 $3 Million - $3.47 Million
152,633 New
152,633 $3.35 Million
Q2 2022

Aug 23, 2022
SELL
$22.9 - $27.06 $20,678 - $24,435
-903 Reduced 67.84%
428 $10,000
Q2 2022

Aug 16, 2022
SELL
$22.9 - $27.06 $1.23 Million - $1.46 Million
-53,838 Reduced 97.59%
1,331 $31,000
Q4 2021

Feb 14, 2022
BUY
$26.45 - $28.31 $1.46 Million - $1.56 Million
55,169 New
55,169 $1.51 Million

Others Institutions Holding DFAE

# of Institutions
526
Shares Held
168M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors 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 Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email