Fiduciary Financial Group, LLC Dimensional ETF Tr Transaction History

Fiduciary Financial Group, LLC

  • $459 Billion
  • Q1 2025

A detailed history of Fiduciary Financial Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 594,954 shares of DFAE stock, worth $16.7 Million. This represents 3.12% of its overall portfolio holdings.

Number of Shares
594,954
Previous 589,437 0.94%
Holding current value
$16.7 Million
Previous $14.6 Billion 1.99%
% of portfolio
3.12%
Previous 3.18%

Shares

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

Apr 14, 2025
BUY
$24.64 - $26.86 $135,938 - $148,186
5,517 Added 0.94%
594,954 $14.3 Billion
Q4 2024

Jan 13, 2025
BUY
$25.36 - $28.15 $422,091 - $468,528
16,644 Added 2.91%
589,437 $14.6 Billion
Q3 2024

Oct 09, 2024
BUY
$24.46 - $27.82 $1.19 Million - $1.36 Million
48,807 Added 9.31%
572,793 $15.7 Billion
Q2 2024

Jul 17, 2024
BUY
$24.03 - $26.3 $12.6 Million - $13.8 Million
523,986 New
523,986 $14.1 Billion

Others Institutions Holding DFAE

# of Institutions
566
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
Track This Portfolio

Track Fiduciary Financial Group, LLC Portfolio

Follow Fiduciary Financial Group, 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 Fiduciary Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email