Falcon Wealth Planning Dimensional ETF Tr Transaction History

Falcon Wealth Planning

  • $769 Million
  • Q2 2024

A detailed history of Falcon Wealth Planning transactions in Dimensional ETF Tr stock. As of the latest transaction made, Falcon Wealth Planning holds 18,684 shares of DFAX stock, worth $489,147. This represents 0.06% of its overall portfolio holdings.

Number of Shares
18,684
Previous 20,749 9.95%
Holding current value
$489,147
Previous $527,000 10.06%
% of portfolio
0.06%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
495
Shares Held
218M
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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