Consilium Wealth Advisory, LLC Dimensional ETF Tr Transaction History

Consilium Wealth Advisory, LLC

  • $198 Million
  • Q1 2025

A detailed history of Consilium Wealth Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 514,340 shares of DFAI stock, worth $17.4 Million. This represents 8.13% of its overall portfolio holdings.

Number of Shares
514,340
Previous 501,571 2.55%
Holding current value
$17.4 Million
Previous $14.6 Million 9.68%
% of portfolio
8.13%
Previous 7.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$28.88 - $32.4 $368,768 - $413,715
12,769 Added 2.55%
514,340 $16.1 Million
Q4 2024

Feb 05, 2025
BUY
$29.0 - $31.6 $272,339 - $296,755
9,391 Added 1.91%
501,571 $14.6 Million
Q3 2024

Oct 30, 2024
SELL
$28.69 - $32.06 $777,212 - $868,505
-27,090 Reduced 5.22%
492,180 $15.6 Million
Q2 2024

Aug 01, 2024
BUY
$28.93 - $30.91 $73,945 - $79,005
2,556 Added 0.49%
519,270 $15.4 Million
Q1 2024

Apr 30, 2024
BUY
$27.74 - $30.27 $529,362 - $577,642
19,083 Added 3.83%
516,714 $15.6 Million
Q4 2023

Jan 10, 2024
BUY
$24.88 - $28.69 $232,105 - $267,649
9,329 Added 1.91%
497,631 $14.3 Million
Q3 2023

Oct 10, 2023
BUY
$26.0 - $28.17 $586,430 - $635,374
22,555 Added 4.84%
488,302 $12.7 Million
Q2 2023

Jul 13, 2023
BUY
$26.46 - $28.05 $1.12 Million - $1.19 Million
42,265 Added 9.98%
465,747 $12.7 Million
Q1 2023

Apr 13, 2023
BUY
$25.21 - $27.45 $1.76 Million - $1.92 Million
69,791 Added 19.73%
423,482 $11.4 Million
Q4 2022

Feb 13, 2023
BUY
$21.47 - $25.85 $7.34 Million - $8.84 Million
341,822 Added 2879.96%
353,691 $8.86 Million
Q3 2022

Oct 12, 2022
BUY
$21.44 - $25.78 $254,471 - $305,982
11,869 New
11,869 $256,000

Others Institutions Holding DFAI

# of Institutions
646
Shares Held
235M
Call Options Held
500
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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