Falcon Wealth Planning Dimensional ETF Tr Transaction History

Falcon Wealth Planning

  • $810 Million
  • Q4 2024

A detailed history of Falcon Wealth Planning transactions in Dimensional ETF Tr stock. As of the latest transaction made, Falcon Wealth Planning holds 13,334 shares of DFAX stock, worth $351,084. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,334
Previous 28,090 52.53%
Holding current value
$351,084
Previous $758,000 56.33%
% of portfolio
0.04%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$24.76 - $27.04 $365,358 - $399,002
-14,756 Reduced 52.53%
13,334 $331,000
Q3 2024

Oct 30, 2024
BUY
$24.29 - $27.25 $228,471 - $256,313
9,406 Added 50.34%
28,090 $758,000
Q2 2024

Jul 16, 2024
SELL
$24.57 - $26.36 $50,737 - $54,433
-2,065 Reduced 9.95%
18,684 $474,000
Q1 2022

May 05, 2022
BUY
$23.26 - $26.72 $16,282 - $18,704
700 Added 3.49%
20,749 $518,000
Q4 2021

Jan 24, 2022
BUY
$25.17 - $26.82 $504,633 - $537,714
20,049 New
20,049 $523,000

Others Institutions Holding DFAX

# of Institutions
564
Shares Held
243M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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