Copperleaf Capital, LLC Dimensional ETF Tr Transaction History

Copperleaf Capital, LLC

  • $115 Million
  • Q3 2024

A detailed history of Copperleaf Capital, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Copperleaf Capital, LLC holds 9,484 shares of DFAX stock, worth $242,885. This represents 0.22% of its overall portfolio holdings.

Number of Shares
9,484
Previous 9,417 0.71%
Holding current value
$242,885
Previous $239,000 7.11%
% of portfolio
0.22%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$24.29 - $27.25 $1,627 - $1,825
67 Added 0.71%
9,484 $256,000
Q2 2024

Aug 13, 2024
BUY
$24.57 - $26.36 $30,638 - $32,870
1,247 Added 15.26%
9,417 $239,000
Q1 2024

May 14, 2024
BUY
$23.42 - $25.45 $191,341 - $207,926
8,170 New
8,170 $207,000
Q3 2022

Nov 14, 2022
SELL
$18.89 - $22.64 $59,182 - $70,931
-3,133 Reduced 17.5%
14,769 $279,000
Q2 2022

Aug 15, 2022
BUY
$21.22 - $25.37 $379,880 - $454,173
17,902 New
17,902 $384,000

Others Institutions Holding DFAX

# of Institutions
518
Shares Held
226M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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