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 10,735 shares of DFAE stock, worth $286,195. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,735
Previous 10,367 3.55%
Holding current value
$286,195
Previous $284,000 4.23%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR


  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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