Elwood & Goetz Wealth Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

  • $351 Million
  • Q2 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 1,878,558 shares of DFAR stock, worth $47.8 Million. This represents 11.83% of its overall portfolio holdings.

Number of Shares
1,878,558
Previous 1,743,312 7.76%
Holding current value
$47.8 Million
Previous $39 Million 6.46%
% of portfolio
11.83%
Previous 9.47%

Shares

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

Jul 30, 2024
BUY
$20.41 - $22.23 $2.76 Million - $3.01 Million
135,246 Added 7.76%
1,878,558 $41.5 Million
Q1 2024

Apr 22, 2024
BUY
$21.28 - $22.96 $1.77 Million - $1.91 Million
83,384 Added 5.02%
1,743,312 $39 Million
Q4 2023

Jan 18, 2024
BUY
$18.45 - $23.08 $1.57 Million - $1.96 Million
84,936 Added 5.39%
1,659,928 $37.7 Million
Q3 2023

Oct 19, 2023
BUY
$19.26 - $22.35 $863,522 - $1 Million
44,835 Added 2.93%
1,574,992 $30.7 Million
Q2 2023

Jul 28, 2023
BUY
$20.22 - $21.63 $2.24 Million - $2.4 Million
110,772 Added 7.8%
1,530,157 $32.9 Million
Q1 2023

Apr 19, 2023
BUY
$19.83 - $23.92 $27.3 Million - $32.9 Million
1,376,316 Added 3195.61%
1,419,385 $30.5 Million
Q4 2022

Jan 27, 2023
BUY
$19.45 - $22.52 $500,370 - $579,349
25,726 Added 148.34%
43,069 $910,000
Q3 2022

Oct 28, 2022
BUY
$20.34 - $25.89 $48,978 - $62,343
2,408 Added 16.12%
17,343 $357,000
Q2 2022

Aug 11, 2022
BUY
$21.92 - $28.24 $327,375 - $421,764
14,935 New
14,935 $345,000

Others Institutions Holding DFAR

# of Institutions
200
Shares Held
34.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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