David Wealth Management LLC Dimensional ETF Tr Transaction History

David Wealth Management LLC

  • $120 Billion
  • Q1 2025

A detailed history of David Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, David Wealth Management LLC holds 684,175 shares of DFAX stock, worth $19.6 Million. This represents 15.0% of its overall portfolio holdings.

Number of Shares
684,175
Previous 677,356 1.01%
Holding current value
$19.6 Million
Previous $16.8 Billion 6.45%
% of portfolio
15.0%
Previous 13.91%

Shares

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

Apr 16, 2025
BUY
$24.45 - $27.2 $166,724 - $185,476
6,819 Added 1.01%
684,175 $17.9 Billion
Q4 2024

Jan 29, 2025
BUY
$24.76 - $27.04 $16.8 Million - $18.3 Million
677,356 New
677,356 $16.8 Billion

Others Institutions Holding DFAX

# of Institutions
607
Shares Held
248M
Call Options Held
6.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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