Delap Wealth Advisory, LLC Dimensional ETF Tr Transaction History

Delap Wealth Advisory, LLC

  • $247 Billion
  • Q1 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 242,417 shares of DFAX stock, worth $6.19 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares
242,417
Previous 242,498 0.03%
Holding current value
$6.19 Million
Previous $5.92 Billion 4.14%
% of portfolio
2.49%
Previous 2.68%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$20.25 - $22.36 $4.99 Million - $5.51 Million
246,365 New
246,365 $5.32 Billion

Others Institutions Holding DFAX

# of Institutions
470
Shares Held
211M
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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