Delap Wealth Advisory, LLC Dimensional ETF Tr Dimensional Transaction History

Delap Wealth Advisory, LLC

  • $217 Billion
  • Q2 2024

A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 45,312 shares of DFIC stock, worth $1.26 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
45,312
Previous 8,867 411.02%
Holding current value
$1.26 Million
Previous $237 Million 402.23%
% of portfolio
0.55%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$25.73 - $27.44 $937,729 - $1 Million
36,445 Added 411.02%
45,312 $1.19 Billion
Q1 2024

May 14, 2024
BUY
$24.62 - $26.83 $218,305 - $237,901
8,867 New
8,867 $237 Million

Others Institutions Holding DFIC

# of Institutions
343
Shares Held
221M
Call Options Held
900
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
Track This Portfolio

Track Delap Wealth Advisory, LLC Portfolio

Follow Delap Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Delap Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delap Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email