Delap Wealth Advisory, LLC Dimensional ETF Tr Transaction History

Delap Wealth Advisory, LLC

$167 Billion
Q4 2024

A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 228,993 shares of DFAX stock, worth $5.94 Million. This represents 3.4% of its overall portfolio holdings.

Number of Shares

228,993

Previous 241,488 5.17%

Holding current value

$5.94 Million

Previous $6.52 Billion 12.72%

% of portfolio

3.4%

Previous 4.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$24.76 - $27.04 $309,376 - $337,864	-12,495 Reduced 5.17%	228,993 $5.69 Billion
Q3 2024 Nov 12, 2024	SELL	$24.29 - $27.25 $5.88 Million - $6.59 Million	-242,012 Reduced 50.05%	241,488 $6.52 Billion
Q2 2024 Aug 13, 2024	BUY	$24.57 - $26.36 $5.92 Million - $6.35 Million	241,083 Added 99.45%	483,500 $12.3 Billion
Q1 2024 May 14, 2024	SELL	$23.42 - $25.45 $1,897 - $2,061	-81 Reduced 0.03%	242,417 $6.17 Billion
Q4 2023 Feb 14, 2024	SELL	$21.44 - $24.42 $2,101 - $2,393	-98 Reduced 0.04%	242,498 $5.92 Billion
Q3 2023 Nov 13, 2023	SELL	$22.41 - $24.35 $67,723 - $73,585	-3,022 Reduced 1.23%	242,596 $5.46 Billion
Q2 2023 Aug 08, 2023	BUY	$22.56 - $24.03 $3,226 - $3,436	143 Added 0.06%	245,618 $5.73 Billion
Q1 2023 May 15, 2023	SELL	$21.74 - $23.72 $19,348 - $21,110	-890 Reduced 0.36%	245,475 $5.66 Billion
Q4 2022 Feb 13, 2023	BUY	$18.81 - $22.36 $4.63 Million - $5.51 Million	246,365 New	246,365 $5.32 Billion

Others Institutions Holding DFAX

# of Institutions

572

Shares Held

242M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Delap Wealth Advisory, LLC Dimensional ETF Tr Transaction History