Carson Allaria Wealth Management, Ltd. Dimensional ETF Tr Transaction History

Carson Allaria Wealth Management, Ltd.

  • $169 Million
  • Q3 2024

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 28,042 shares of DFAE stock, worth $727,970. This represents 0.45% of its overall portfolio holdings.

Number of Shares
28,042
Previous 28,718 2.35%
Holding current value
$727,970
Previous $742,000 3.5%
% of portfolio
0.45%
Previous 0.47%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$24.46 - $27.82 $16,534 - $18,806
-676 Reduced 2.35%
28,042 $768,000
Q2 2024

Jul 22, 2024
BUY
$24.03 - $26.3 $5,214 - $5,707
217 Added 0.76%
28,718 $742,000
Q1 2024

May 07, 2024
BUY
$22.74 - $24.88 $23,740 - $25,974
1,044 Added 3.8%
28,501 $704,000
Q4 2023

Feb 08, 2024
BUY
$21.63 - $24.11 $30,173 - $33,633
1,395 Added 5.35%
27,457 $661,000
Q3 2023

Nov 09, 2023
BUY
$22.43 - $24.83 $8,388 - $9,286
374 Added 1.46%
26,062 $588,000
Q2 2023

Aug 01, 2023
BUY
$22.38 - $24.3 $38,515 - $41,820
1,721 Added 7.18%
25,688 $602,000
Q1 2023

Apr 26, 2023
BUY
$21.78 - $24.36 $9,801 - $10,962
450 Added 1.91%
23,967 $551,000
Q4 2022

Feb 06, 2023
BUY
$19.67 - $22.73 $23,289 - $26,912
1,184 Added 5.3%
23,517 $516,000
Q3 2022

Nov 09, 2022
BUY
$20.09 - $23.68 $157,666 - $185,840
7,848 Added 54.18%
22,333 $449,000
Q2 2022

Aug 02, 2022
SELL
$22.9 - $27.06 $71,539 - $84,535
-3,124 Reduced 17.74%
14,485 $335,000
Q1 2022

May 05, 2022
BUY
$24.29 - $28.31 $120,891 - $140,898
4,977 Added 39.4%
17,609 $462,000
Q4 2021

Feb 10, 2022
BUY
$26.45 - $28.31 $334,116 - $357,611
12,632 New
12,632 $346,000

Others Institutions Holding DFAE

# of Institutions
474
Shares Held
141M
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
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