A detailed history of Fin Dec Wealth Services, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 327,439 shares of DFAU stock, worth $13 Million. This represents 7.75% of its overall portfolio holdings.

Number of Shares
327,439
Previous 333,191 1.73%
Holding current value
$13 Million
Previous $12.2 Billion 0.83%
% of portfolio
7.75%
Previous 7.65%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

SELL
$34.53 - $37.67 $198,616 - $216,677
-5,752 Reduced 1.73%
327,439 $12.3 Billion
Q1 2024

May 13, 2024

SELL
$32.59 - $36.54 $161,711 - $181,311
-4,962 Reduced 1.47%
333,191 $12.2 Billion
Q4 2023

Feb 07, 2024

BUY
$28.58 - $33.37 $826,533 - $965,060
28,920 Added 9.35%
338,153 $11.2 Billion
Q3 2023

Oct 19, 2023

BUY
$29.79 - $32.13 $198,133 - $213,696
6,651 Added 2.2%
309,233 $9.26 Billion
Q2 2023

Jul 19, 2023

BUY
$28.25 - $30.99 $79,608 - $87,329
2,818 Added 0.94%
302,582 $9.38 Billion
Q1 2023

May 10, 2023

SELL
$26.87 - $29.65 $1.8 Million - $1.99 Million
-67,167 Reduced 18.31%
299,764 $8.62 Billion
Q4 2022

Jan 25, 2023

BUY
$25.24 - $28.83 $9.26 Million - $10.6 Million
366,931 New
366,931 $9.91 Billion

Others Institutions Holding DFAU

About DIMENSIONAL ETF TR


  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track Fin Dec Wealth Services, Inc. Portfolio

Follow Fin Dec Wealth Services, Inc. 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 Fin Dec Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fin Dec Wealth Services, Inc. with notifications on news.