Clearstead Advisors, LLC Dimensional ETF Tr Transaction History

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 556,939 shares of DFAE stock, worth $14.2 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

556,939

Previous 510,291 9.14%

Holding current value

$14.2 Million

Previous $13.2 Million 15.64%

% of portfolio

0.24%

Previous 0.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$24.46 - $27.82 $1.14 Million - $1.3 Million	46,648 Added 9.14%	556,939 $15.3 Million
Q2 2024 Aug 09, 2024	BUY	$24.03 - $26.3 $12.1 Million - $13.3 Million	503,807 Added 7770.0%	510,291 $13.2 Million
Q1 2024 May 14, 2024	BUY	$22.74 - $24.88 $7,140 - $7,812	314 Added 5.09%	6,484 $160,000
Q4 2023 Feb 12, 2024	BUY	$21.63 - $24.11 $6,489 - $7,233	300 Added 5.11%	6,170 $148,000
Q3 2023 Nov 07, 2023	BUY	$22.43 - $24.83 $28,844 - $31,931	1,286 Added 28.05%	5,870 $132,000
Q2 2023 Aug 07, 2023	BUY	$22.38 - $24.3 $29,541 - $32,076	1,320 Added 40.44%	4,584 $107,000
Q1 2023 May 09, 2023	BUY	$21.78 - $24.36 $23,674 - $26,479	1,087 Added 49.93%	3,264 $75,000
Q4 2022 Feb 14, 2023	BUY	$19.67 - $22.73 $42,821 - $49,483	2,177 New	2,177 $47,000

Others Institutions Holding DFAE

# of Institutions

477

Shares Held

145M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Clearstead Advisors, LLC Dimensional ETF Tr Transaction History