Evoke Wealth, LLC Dimensional ETF Tr Transaction History

Evoke Wealth, LLC

$3.83 Trillion
Q1 2025

A detailed history of Evoke Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Evoke Wealth, LLC holds 1,598,619 shares of DFAE stock, worth $44.1 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

1,598,619

Previous 1,336,359 19.62%

Holding current value

$44.1 Million

Previous $33.9 Billion 22.08%

% of portfolio

1.08%

Previous 0.94%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$24.64 - $26.86 $6.46 Million - $7.04 Million	262,260 Added 19.62%	1,598,619 $41.4 Billion
Q4 2024 Feb 10, 2025	BUY	$25.36 - $28.15 $786,540 - $873,072	31,015 Added 2.38%	1,336,359 $33.9 Billion
Q3 2024 Nov 13, 2024	BUY	$24.46 - $27.82 $31.9 Million - $36.3 Million	1,305,344 New	1,305,344 $35.8 Billion
Q1 2024 May 15, 2024	SELL	$22.74 - $24.88 $130,664 - $142,960	-5,746 Reduced 0.47%	1,207,416 $29.8 Million
Q4 2023 Feb 12, 2024	BUY	$21.63 - $24.11 $170,163 - $189,673	7,867 Added 0.65%	1,213,162 $29.2 Million
Q3 2023 Nov 13, 2023	SELL	$22.43 - $24.83 $162,527 - $179,918	-7,246 Reduced 0.6%	1,205,295 $27.2 Million
Q2 2023 Aug 09, 2023	BUY	$22.38 - $24.3 $490,927 - $533,044	21,936 Added 1.84%	1,212,541 $28.4 Million
Q1 2023 May 08, 2023	SELL	$21.78 - $24.36 $368,190 - $411,805	-16,905 Reduced 1.4%	1,190,605 $27.4 Million
Q4 2022 Feb 10, 2023	BUY	$19.67 - $22.73 $1.21 Million - $1.4 Million	61,537 Added 5.37%	1,207,510 $26.5 Million
Q3 2022 Nov 07, 2022	BUY	$20.09 - $23.68 $146,496 - $172,674	7,292 Added 0.64%	1,145,973 $23 Million
Q2 2022 Aug 04, 2022	BUY	$22.9 - $27.06 $3.93 Million - $4.64 Million	171,566 Added 17.74%	1,138,681 $26.4 Million
Q1 2022 May 10, 2022	BUY	$24.29 - $28.31 $2.84 Million - $3.31 Million	117,090 Added 13.77%	967,115 $25.4 Million
Q4 2021 Feb 09, 2022	BUY	$26.45 - $28.31 $6.65 Million - $7.12 Million	251,440 Added 42.01%	850,025 $23.3 Million
Q3 2021 Nov 12, 2021	BUY	$26.95 - $29.48 $2.08 Million - $2.27 Million	77,001 Added 14.76%	598,585 $16.3 Million
Q2 2021 Aug 05, 2021	BUY	$27.87 - $30.1 $5.99 Million - $6.47 Million	214,949 Added 70.1%	521,584 $15.5 Million
Q1 2021 May 13, 2021	BUY	$27.13 - $29.82 $6.21 Million - $6.83 Million	229,069 Added 295.32%	306,635 $8.61 Million
Q4 2020 Feb 12, 2021	BUY	$25.62 - $26.92 $1.99 Million - $2.09 Million	77,566 New	77,566 $2.08 Million

Others Institutions Holding DFAE

# of Institutions

564

Shares Held

162M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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