A detailed history of Evanson Asset Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Evanson Asset Management, LLC holds 70,847 shares of DFAE stock, worth $1.88 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
70,847
Previous 58,605 20.89%
Holding current value
$1.88 Million
Previous $1.52 Million 28.03%
% of portfolio
0.14%
Previous 0.12%

Shares

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

Oct 07, 2024

BUY
$24.46 - $27.82 $299,439 - $340,572
12,242 Added 20.89%
70,847 $1.94 Million
Q2 2024

Jul 12, 2024

BUY
$24.03 - $26.3 $28,018 - $30,665
1,166 Added 2.03%
58,605 $1.52 Million
Q1 2024

Apr 12, 2024

SELL
$22.74 - $24.88 $64,308 - $70,360
-2,828 Reduced 4.69%
57,439 $1.42 Million
Q4 2023

Jan 18, 2024

SELL
$21.63 - $24.11 $1,341 - $1,494
-62 Reduced 0.1%
60,267 $1.45 Million
Q3 2023

Oct 19, 2023

BUY
$22.43 - $24.83 $22,609 - $25,028
1,008 Added 1.7%
60,329 $1.36 Million
Q2 2023

Jul 10, 2023

SELL
$22.38 - $24.3 $199,204 - $216,294
-8,901 Reduced 13.05%
59,321 $1.39 Million
Q1 2023

Apr 12, 2023

BUY
$21.78 - $24.36 $51,095 - $57,148
2,346 Added 3.56%
68,222 $1.57 Million
Q4 2022

Jan 25, 2023

BUY
$19.67 - $22.73 $79,171 - $91,488
4,025 Added 6.51%
65,876 $0
Q3 2022

Oct 12, 2022

BUY
$20.09 - $23.68 $5,384 - $6,346
268 Added 0.44%
61,851 $1.24 Million
Q2 2022

Jul 13, 2022

BUY
$22.9 - $27.06 $471,602 - $557,273
20,594 Added 50.24%
61,583 $1.43 Million
Q1 2022

Apr 11, 2022

BUY
$24.29 - $28.31 $37,090 - $43,229
1,527 Added 3.87%
40,989 $1.08 Million
Q4 2021

Jan 19, 2022

SELL
$26.45 - $28.31 $44,145 - $47,249
-1,669 Reduced 4.06%
39,462 $1.08 Million
Q3 2021

Oct 13, 2021

BUY
$26.95 - $29.48 $298,201 - $326,196
11,065 Added 36.8%
41,131 $1.22 Million
Q2 2021

Jul 14, 2021

BUY
$27.87 - $30.1 $325,549 - $351,598
11,681 Added 63.54%
30,066 $891,000
Q1 2021

Apr 23, 2021

BUY
$27.13 - $29.82 $498,785 - $548,240
18,385 New
18,385 $516,000

Others Institutions Holding DFAE

About DIMENSIONAL ETF TR


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

Track Evanson Asset Management, LLC Portfolio

Follow Evanson Asset Management, 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 Evanson Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evanson Asset Management, LLC with notifications on news.