Compass Ion Advisors, LLC Dimensional ETF Tr Transaction History

Compass Ion Advisors, LLC

  • $851 Million
  • Q2 2025

A detailed history of Compass Ion Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 20,288 shares of DFAE stock, worth $646,578. This represents 0.07% of its overall portfolio holdings.

Number of Shares
20,288
Previous 15,644 29.69%
Holding current value
$646,578
Previous $405,000 44.94%
% of portfolio
0.07%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$22.87 - $28.95 $106,208 - $134,443
4,644 Added 29.69%
20,288 $587,000
Q1 2025

Apr 21, 2025
BUY
$24.64 - $26.86 $120,957 - $131,855
4,909 Added 45.73%
15,644 $405,000
Q4 2024

Feb 10, 2025
BUY
$25.36 - $28.15 $9,332 - $10,359
368 Added 3.55%
10,735 $272,000
Q3 2024

Oct 18, 2024
BUY
$24.46 - $27.82 $253,576 - $288,409
10,367 New
10,367 $284,000

Others Institutions Holding DFAE

# of Institutions
606
Shares Held
175M
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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