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 30,285 shares of DFAX stock, worth $797,404. This represents 0.06% of its overall portfolio holdings.

Number of Shares
30,285
Previous 30,061 0.75%
Holding current value
$797,404
Previous $782 Million 4.95%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Jan 16, 2025
BUY
$24.76 - $27.04 $5,546 - $6,056
224 Added 0.75%
30,285 $743 Million
Q3 2024

Oct 25, 2024
SELL
$24.29 - $27.25 $18,921 - $21,227
-779 Reduced 2.53%
30,061 $782 Million
Q2 2024

Aug 08, 2024
BUY
$24.57 - $26.36 $757,738 - $812,942
30,840 New
30,840 $749 Million

Others Institutions Holding DFAX

# of Institutions
564
Shares Held
243M
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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