Fonville Wealth Management LLC Dimensional ETF Tr Transaction History

Fonville Wealth Management LLC

  • $289 Billion
  • Q3 2024

A detailed history of Fonville Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fonville Wealth Management LLC holds 609,880 shares of DFAU stock, worth $25.3 Million. This represents 8.36% of its overall portfolio holdings.

Number of Shares
609,880
Previous 587,434 3.82%
Holding current value
$25.3 Million
Previous $22 Billion 9.91%
% of portfolio
8.36%
Previous 8.73%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$35.8 - $39.69 $803,566 - $890,881
22,446 Added 3.82%
609,880 $24.2 Billion
Q2 2024

Jul 30, 2024
BUY
$34.53 - $37.67 $2.63 Million - $2.87 Million
76,109 Added 14.88%
587,434 $22 Billion
Q1 2024

Apr 26, 2024
BUY
$32.59 - $36.54 $2.97 Million - $3.33 Million
91,016 Added 21.65%
511,325 $18.7 Billion
Q4 2023

Jan 31, 2024
BUY
$28.58 - $33.37 $12 Million - $14 Million
420,309 New
420,309 $14 Billion

Others Institutions Holding DFAU

# of Institutions
413
Shares Held
108M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
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