Curated Wealth Partners LLC Dimensional ETF Tr Transaction History

Curated Wealth Partners LLC

  • $769 Million
  • Q3 2024

A detailed history of Curated Wealth Partners LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Curated Wealth Partners LLC holds 532,666 shares of DFAI stock, worth $16.8 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares
532,666
Previous 499,980 6.54%
Holding current value
$16.8 Million
Previous $14.8 Million 14.12%
% of portfolio
2.2%
Previous 2.11%

Shares

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

Oct 04, 2024
BUY
$28.69 - $32.06 $937,761 - $1.05 Million
32,686 Added 6.54%
532,666 $16.9 Million
Q2 2024

Jul 12, 2024
BUY
$28.93 - $30.91 $14.5 Million - $15.5 Million
499,980 New
499,980 $14.8 Million

Others Institutions Holding DFAI

# of Institutions
520
Shares Held
159M
Call Options Held
400
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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