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

Carson Allaria Wealth Management, Ltd.

  • $160 Million
  • Q2 2024

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 114,949 shares of DFAR stock, worth $2.95 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
114,949
Previous 108,627 5.82%
Holding current value
$2.95 Million
Previous $2.43 Million 4.57%
% of portfolio
1.59%
Previous 1.56%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
BUY
$20.41 - $22.23 $129,032 - $140,538
6,322 Added 5.82%
114,949 $2.54 Million
Q1 2024

May 07, 2024
BUY
$21.28 - $22.96 $408,618 - $440,877
19,202 Added 21.47%
108,627 $2.43 Million
Q4 2023

Feb 08, 2024
BUY
$18.45 - $23.08 $254,739 - $318,665
13,807 Added 18.26%
89,425 $2.03 Million
Q3 2023

Nov 09, 2023
BUY
$19.26 - $22.35 $376,879 - $437,344
19,568 Added 34.91%
75,618 $1.48 Million
Q2 2023

Aug 01, 2023
BUY
$20.22 - $21.63 $127,446 - $136,333
6,303 Added 12.67%
56,050 $1.21 Million
Q1 2023

Apr 26, 2023
BUY
$19.83 - $23.92 $43,427 - $52,384
2,190 Added 4.61%
49,747 $1.07 Million
Q4 2022

Feb 06, 2023
BUY
$19.45 - $22.52 $253,200 - $293,165
13,018 Added 37.69%
47,557 $1.01 Million
Q3 2022

Nov 09, 2022
BUY
$20.34 - $25.89 $356,072 - $453,230
17,506 Added 102.78%
34,539 $710,000
Q2 2022

Aug 02, 2022
BUY
$21.92 - $28.24 $363,959 - $468,896
16,604 Added 3870.4%
17,033 $394,000
Q1 2022

May 05, 2022
BUY
$25.09 - $27.58 $10,763 - $11,831
429 New
429 $12,000

Others Institutions Holding DFAR

# of Institutions
200
Shares Held
34.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFAR Quotes by TradingView
  • Ticker DFAR
  • Sector ETFs
  • Industry ETFs
More about DFAR
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