Cyndeo Wealth Partners, LLC Dimensional ETF Tr Transaction History

Cyndeo Wealth Partners, LLC

  • $1.4 Billion
  • Q3 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 137,474 shares of DFAX stock, worth $3.48 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
137,474
Previous 84,013 63.63%
Holding current value
$3.48 Million
Previous $2.14 Million 73.91%
% of portfolio
0.26%
Previous 0.17%

Shares

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

Oct 18, 2024
BUY
$24.29 - $27.25 $1.3 Million - $1.46 Million
53,461 Added 63.63%
137,474 $3.71 Million
Q2 2024

Jul 30, 2024
BUY
$24.57 - $26.36 $1.17 Million - $1.25 Million
47,467 Added 129.88%
84,013 $2.14 Million
Q1 2024

Apr 16, 2024
BUY
$23.42 - $25.45 $855,907 - $930,095
36,546 New
36,546 $929,000

Others Institutions Holding DFAX

# of Institutions
512
Shares Held
221M
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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