Diversify Wealth Management, LLC Dimensional ETF Tr Transaction History

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024

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 595,335 shares of DFAI stock, worth $18.5 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
595,335
Previous 580,922 2.48%
Holding current value
$18.5 Million
Previous $17.7 Billion 2.41%
% of portfolio
1.34%
Previous 1.7%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$29.0 - $31.6 $417,977 - $455,450
14,413 Added 2.48%
595,335 $17.2 Billion
Q3 2024

Oct 25, 2024
BUY
$28.69 - $32.06 $498,058 - $556,561
17,360 Added 3.08%
580,922 $17.7 Billion
Q2 2024

Aug 08, 2024
BUY
$28.93 - $30.91 $16.3 Million - $17.4 Million
563,562 New
563,562 $16.2 Billion

Others Institutions Holding DFAI

# of Institutions
602
Shares Held
229M
Call Options Held
3.7K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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