A detailed history of Evoke Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Evoke Wealth, LLC holds 1,775,520 shares of DFAI stock, worth $52 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
1,775,520
Previous 37,140 4680.61%
Holding current value
$52 Million
Previous $1.1 Billion 5020.59%
% of portfolio
1.53%
Previous 1.3%

Shares

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

Nov 13, 2024

BUY
$28.69 - $32.06 $49.9 Million - $55.7 Million
1,738,380 Added 4680.61%
1,775,520 $56.4 Billion
Q2 2024

Aug 13, 2024

SELL
$28.93 - $30.91 $44.2 Million - $47.3 Million
-1,529,512 Reduced 97.63%
37,140 $1.1 Billion
Q1 2024

May 15, 2024

BUY
$27.74 - $30.27 $1.12 Million - $1.22 Million
40,425 Added 2.65%
1,566,652 $47.3 Million
Q4 2023

Feb 12, 2024

BUY
$24.88 - $28.69 $999,479 - $1.15 Million
40,172 Added 2.7%
1,526,227 $43.7 Million
Q3 2023

Nov 13, 2023

BUY
$26.0 - $28.17 $2.12 Million - $2.3 Million
81,582 Added 5.81%
1,486,055 $38.8 Million
Q2 2023

Aug 09, 2023

BUY
$26.46 - $28.05 $869,422 - $921,666
32,858 Added 2.4%
1,404,473 $38.4 Million
Q1 2023

May 08, 2023

SELL
$25.21 - $27.45 $589,687 - $642,082
-23,391 Reduced 1.68%
1,371,615 $37 Million
Q4 2022

Feb 10, 2023

BUY
$21.47 - $25.85 $2.97 Million - $3.58 Million
138,511 Added 11.02%
1,395,006 $34.9 Million
Q3 2022

Nov 07, 2022

BUY
$21.44 - $25.78 $3.24 Million - $3.9 Million
151,234 Added 13.68%
1,256,495 $27.1 Million
Q2 2022

Aug 04, 2022

BUY
$23.87 - $28.49 $3.13 Million - $3.73 Million
131,091 Added 13.46%
1,105,261 $26.7 Million
Q1 2022

May 10, 2022

BUY
$25.94 - $30.08 $3.84 Million - $4.45 Million
147,853 Added 17.89%
974,170 $27.4 Million
Q4 2021

Feb 09, 2022

BUY
$28.27 - $30.4 $2.88 Million - $3.1 Million
102,015 Added 14.08%
826,317 $24.4 Million
Q3 2021

Nov 12, 2021

BUY
$28.39 - $30.41 $3.43 Million - $3.68 Million
120,991 Added 20.05%
724,302 $20.9 Million
Q2 2021

Aug 05, 2021

BUY
$28.24 - $30.33 $9.18 Million - $9.86 Million
325,042 Added 116.81%
603,311 $17.6 Million
Q1 2021

May 13, 2021

BUY
$26.33 - $28.4 $6.7 Million - $7.23 Million
254,539 Added 1072.65%
278,269 $7.76 Million
Q4 2020

Feb 12, 2021

BUY
$25.01 - $26.71 $593,487 - $633,828
23,730 New
23,730 $629,000

Others Institutions Holding DFAI

About DIMENSIONAL ETF TR


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

Track Evoke Wealth, LLC Portfolio

Follow Evoke Wealth, 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 Evoke Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evoke Wealth, LLC with notifications on news.