A detailed history of Ethos Financial Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ethos Financial Group, LLC holds 12,877 shares of DFAU stock, worth $532,592. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,877
Previous 12,858 0.15%
Holding current value
$532,592
Previous $482,000 6.02%
% of portfolio
0.1%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$35.8 - $39.69 $680 - $754
19 Added 0.15%
12,877 $511,000
Q2 2024

Aug 12, 2024

BUY
$34.53 - $37.67 $210,909 - $230,088
6,108 Added 90.49%
12,858 $482,000
Q1 2024

May 08, 2024

BUY
$32.59 - $36.54 $219,982 - $246,645
6,750 New
6,750 $247,000

Others Institutions Holding DFAU

About DIMENSIONAL ETF TR


  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track Ethos Financial Group, LLC Portfolio

Follow Ethos Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ethos Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ethos Financial Group, LLC with notifications on news.