Exencial Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Exencial Wealth Advisors, LLC

  • $2.63 Billion
  • Q1 2025

A detailed history of Exencial Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 327,344 shares of DFAE stock, worth $8.98 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
327,344
Previous 327,607 0.08%
Holding current value
$8.98 Million
Previous $8.31 Million 2.0%
% of portfolio
0.32%
Previous 0.31%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$24.64 - $26.86 $6,480 - $7,064
-263 Reduced 0.08%
327,344 $8.47 Million
Q4 2024

Feb 06, 2025
BUY
$25.36 - $28.15 $458,737 - $509,205
18,089 Added 5.84%
327,607 $8.31 Million
Q3 2024

Oct 31, 2024
SELL
$24.46 - $27.82 $100,946 - $114,813
-4,127 Reduced 1.32%
309,518 $8.48 Million
Q2 2024

Aug 12, 2024
SELL
$24.03 - $26.3 $423,889 - $463,932
-17,640 Reduced 5.32%
313,645 $8.11 Million
Q1 2024

May 10, 2024
BUY
$22.74 - $24.88 $140,919 - $154,181
6,197 Added 1.91%
331,285 $8.19 Million
Q4 2023

Feb 13, 2024
BUY
$21.63 - $24.11 $742,384 - $827,503
34,322 Added 11.8%
325,088 $7.84 Million
Q3 2023

Nov 08, 2023
SELL
$22.43 - $24.83 $205,638 - $227,641
-9,168 Reduced 3.06%
290,766 $6.56 Million
Q2 2023

Aug 10, 2023
BUY
$22.38 - $24.3 $2.11 Million - $2.29 Million
94,416 Added 45.94%
299,934 $7.04 Million
Q1 2023

May 02, 2023
SELL
$21.78 - $24.36 $19,231 - $21,509
-883 Reduced 0.43%
205,518 $4.73 Million
Q4 2022

Feb 14, 2023
BUY
$19.67 - $22.73 $2.98 Million - $3.45 Million
151,665 Added 277.08%
206,401 $4.53 Million
Q3 2022

Nov 08, 2022
BUY
$20.09 - $23.68 $1.1 Million - $1.3 Million
54,736 New
54,736 $1.1 Million

Others Institutions Holding DFAE

# of Institutions
565
Shares Held
162M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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