Evermay Wealth Management LLC Dimensional ETF Tr Transaction History

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024

A detailed history of Evermay Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Evermay Wealth Management LLC holds 48,828 shares of DFAI stock, worth $1.5 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
48,828
Previous 47,777 2.2%
Holding current value
$1.5 Million
Previous $1.42 Million 9.46%
% of portfolio
0.25%
Previous 0.23%

Shares

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

Oct 25, 2024
BUY
$28.69 - $32.06 $30,153 - $33,695
1,051 Added 2.2%
48,828 $1.55 Million
Q2 2024

Aug 01, 2024
SELL
$28.93 - $30.91 $11,803 - $12,611
-408 Reduced 0.85%
47,777 $1.42 Million
Q1 2024

May 13, 2024
BUY
$27.74 - $30.27 $55,646 - $60,721
2,006 Added 4.34%
48,185 $1.46 Million
Q4 2023

Feb 09, 2024
BUY
$24.88 - $28.69 $106,685 - $123,022
4,288 Added 10.24%
46,179 $1.32 Million
Q3 2023

Nov 13, 2023
BUY
$26.0 - $28.17 $327,366 - $354,688
12,591 Added 42.97%
41,891 $1.09 Million
Q2 2023

Aug 10, 2023
BUY
$26.46 - $28.05 $463,552 - $491,407
17,519 Added 148.71%
29,300 $800,000
Q1 2023

May 15, 2023
SELL
$25.21 - $27.45 $32,621 - $35,520
-1,294 Reduced 9.9%
11,781 $317,000
Q4 2022

Jan 19, 2023
BUY
$21.47 - $25.85 $214,742 - $258,551
10,002 Added 325.48%
13,075 $0
Q3 2022

Nov 14, 2022
SELL
$21.44 - $25.78 $10,184 - $12,245
-475 Reduced 13.39%
3,073 $66,000
Q2 2022

Aug 15, 2022
SELL
$23.87 - $28.49 $12,340 - $14,729
-517 Reduced 12.72%
3,548 $86,000
Q1 2022

May 16, 2022
BUY
$25.94 - $30.08 $2,853 - $3,308
110 Added 2.78%
4,065 $114,000
Q4 2021

Feb 14, 2022
BUY
$28.27 - $30.4 $29,542 - $31,768
1,045 Added 35.91%
3,955 $117,000
Q3 2021

Nov 12, 2021
BUY
$28.39 - $30.41 $6,955 - $7,450
245 Added 9.19%
2,910 $84,000
Q2 2021

Aug 13, 2021
BUY
$28.24 - $30.33 $75,259 - $80,829
2,665 New
2,665 $78,000

Others Institutions Holding DFAI

# of Institutions
528
Shares Held
166M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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