Drive Wealth Management, LLC Dimensional ETF Tr Transaction History

Drive Wealth Management, LLC

$367 Million
Q2 2024

A detailed history of Drive Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Drive Wealth Management, LLC holds 20,716 shares of DFAE stock, worth $535,301. This represents 0.15% of its overall portfolio holdings.

Number of Shares

20,716

Previous 23,856 13.16%

Holding current value

$535,301

Previous $589,000 9.17%

% of portfolio

0.15%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$24.03 - $26.3 $75,454 - $82,582	-3,140 Reduced 13.16%	20,716 $535,000
Q1 2024 Apr 22, 2024	SELL	$22.74 - $24.88 $79,658 - $87,154	-3,503 Reduced 12.8%	23,856 $589,000
Q4 2023 Jan 22, 2024	SELL	$21.63 - $24.11 $184,136 - $205,248	-8,513 Reduced 23.73%	27,359 $659,000
Q3 2023 Oct 10, 2023	SELL	$22.43 - $24.83 $211,290 - $233,898	-9,420 Reduced 20.8%	35,872 $809,000
Q2 2023 Jul 14, 2023	SELL	$22.38 - $24.3 $451,583 - $490,325	-20,178 Reduced 30.82%	45,292 $1.06 Million
Q1 2023 Apr 13, 2023	BUY	$21.78 - $24.36 $331,796 - $371,100	15,234 Added 30.32%	65,470 $1.51 Million
Q4 2022 Jan 27, 2023	BUY	$20.68 - $22.73 $406,589 - $446,894	19,661 Added 64.3%	50,236 $0
Q3 2022 Nov 14, 2022	BUY	$20.79 - $23.68 $388,128 - $442,081	18,669 Added 156.8%	30,575 $614,000
Q2 2022 Nov 14, 2022	BUY	$22.9 - $27.06 $272,647 - $322,176	11,906 New	11,906 $276,000

Others Institutions Holding DFAE

# of Institutions

451

Shares Held

127M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Drive Wealth Management, LLC Dimensional ETF Tr Transaction History