Diversify Wealth Management, LLC Dimensional ETF Tr Transaction History

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025

A detailed history of Diversify Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 321,741 shares of DFAE stock, worth $8.36 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
321,741
Previous 345,245 6.81%
Holding current value
$8.36 Million
Previous $8.57 Billion 2.64%
% of portfolio
0.62%
Previous 0.67%

Shares

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

Apr 30, 2025
SELL
$24.64 - $26.86 $579,138 - $631,317
-23,504 Reduced 6.81%
321,741 $8.35 Billion
Q4 2024

Jan 16, 2025
BUY
$25.36 - $28.15 $162,836 - $180,751
6,421 Added 1.9%
345,245 $8.57 Billion
Q3 2024

Oct 25, 2024
BUY
$24.46 - $27.82 $215,639 - $245,261
8,816 Added 2.67%
338,824 $9.1 Billion
Q2 2024

Aug 08, 2024
BUY
$24.03 - $26.3 $7.93 Million - $8.68 Million
330,008 New
330,008 $8.07 Billion

Others Institutions Holding DFAE

# of Institutions
549
Shares Held
171M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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