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 47,306 shares of DFAI stock, worth $1.37 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
47,306
Previous 47,166 0.3%
Holding current value
$1.37 Million
Previous $1.4 Million 7.43%
% of portfolio
0.89%
Previous 0.88%

Shares

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

Oct 21, 2024
BUY
$28.69 - $32.06 $4,016 - $4,488
140 Added 0.3%
47,306 $1.5 Million
Q2 2024

Jul 22, 2024
BUY
$28.93 - $30.91 $15,419 - $16,475
533 Added 1.14%
47,166 $1.4 Million
Q1 2024

May 07, 2024
BUY
$27.74 - $30.27 $14,896 - $16,254
537 Added 1.16%
46,633 $1.41 Million
Q4 2023

Feb 08, 2024
BUY
$24.88 - $28.69 $60,134 - $69,343
2,417 Added 5.53%
46,096 $1.32 Million
Q3 2023

Nov 09, 2023
BUY
$26.0 - $28.17 $11,128 - $12,056
428 Added 0.99%
43,679 $1.14 Million
Q2 2023

Aug 01, 2023
BUY
$26.46 - $28.05 $80,623 - $85,468
3,047 Added 7.58%
43,251 $1.18 Million
Q1 2023

Apr 26, 2023
BUY
$25.21 - $27.45 $59,571 - $64,864
2,363 Added 6.24%
40,204 $1.08 Million
Q4 2022

Feb 06, 2023
BUY
$21.47 - $25.85 $252,487 - $303,996
11,760 Added 45.09%
37,841 $948,000
Q3 2022

Nov 09, 2022
SELL
$21.44 - $25.78 $6.63 Million - $7.97 Million
-309,029 Reduced 92.22%
26,081 $563,000
Q2 2022

Aug 02, 2022
BUY
$23.87 - $28.49 $7.48 Million - $8.93 Million
313,333 Added 1438.83%
335,110 $809,000
Q1 2022

May 05, 2022
BUY
$25.94 - $30.08 $245,963 - $285,218
9,482 Added 77.12%
21,777 $613,000
Q4 2021

Feb 10, 2022
BUY
$28.27 - $30.4 $347,579 - $373,768
12,295 New
12,295 $364,000

Others Institutions Holding DFAI

# of Institutions
539
Shares Held
179M
Call Options Held
7.8K
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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