Exencial Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Exencial Wealth Advisors, LLC

  • $2.72 Billion
  • Q3 2024

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 11,426 shares of DFAU stock, worth $461,381. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,426
Previous 11,221 1.83%
Holding current value
$461,381
Previous $420,000 7.86%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 31, 2024
BUY
$35.8 - $39.69 $7,338 - $8,136
205 Added 1.83%
11,426 $453,000
Q2 2024

Aug 12, 2024
BUY
$34.53 - $37.67 $17,679 - $19,287
512 Added 4.78%
11,221 $420,000
Q1 2024

May 10, 2024
BUY
$32.59 - $36.54 $42,758 - $47,940
1,312 Added 13.96%
10,709 $391,000
Q4 2023

Feb 13, 2024
BUY
$28.58 - $33.37 $50,157 - $58,564
1,755 Added 22.97%
9,397 $312,000
Q4 2022

Feb 14, 2023
BUY
$25.24 - $28.83 $192,884 - $220,318
7,642 New
7,642 $206,000

Others Institutions Holding DFAU

# of Institutions
413
Shares Held
108M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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