Financial Advocates Investment Management Dimensional ETF Tr Transaction History

Financial Advocates Investment Management

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$24.57 - $26.36 $160,589 - $172,288	-6,536 Reduced 39.86%	9,860 $250,000
Q1 2024 May 01, 2024	SELL	$23.42 - $25.45 $2,107 - $2,290	-90 Reduced 0.55%	16,396 $417,000
Q4 2023 Feb 08, 2024	BUY	$21.44 - $24.42 $353,459 - $402,588	16,486 New	16,486 $402,000
Q2 2023 Aug 07, 2023	SELL	$22.56 - $24.03 $8,888 - $9,467	-394 Reduced 2.38%	16,139 $376,000
Q1 2023 May 11, 2023	SELL	$21.74 - $23.72 $55,610 - $60,675	-2,558 Reduced 13.4%	16,533 $381,000
Q4 2022 Feb 14, 2023	BUY	$18.81 - $22.36 $144,573 - $171,858	7,686 Added 67.39%	19,091 $412,000
Q3 2022 Nov 14, 2022	SELL	$18.89 - $22.64 $203,917 - $244,398	-10,795 Reduced 48.63%	11,405 $217,000
Q2 2022 Aug 12, 2022	BUY	$21.22 - $25.37 $241,695 - $288,964	11,390 Added 105.37%	22,200 $476,000
Q1 2022 May 11, 2022	SELL	$23.26 - $26.72 $273,770 - $314,494	-11,770 Reduced 52.13%	10,810 $270,000
Q4 2021 Feb 14, 2022	SELL	$25.17 - $26.82 $612,637 - $652,798	-24,340 Reduced 51.88%	22,580 $589,000
Q3 2021 Nov 04, 2021	BUY	$25.83 - $27.21 $1.21 Million - $1.28 Million	46,920 New	46,920 $1.21 Million

513

221M

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