Fonville Wealth Management LLC Dimensional ETF Tr Transaction History

Fonville Wealth Management LLC

  • $303 Billion
  • Q4 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 666,973 shares of DFAU stock, worth $26.9 Million. This represents 8.92% of its overall portfolio holdings.

Number of Shares
666,973
Previous 609,880 9.36%
Holding current value
$26.9 Million
Previous $24.2 Billion 11.57%
% of portfolio
8.92%
Previous 8.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$39.27 - $42.38 $2.24 Million - $2.42 Million
57,093 Added 9.36%
666,973 $27 Billion
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
479
Shares Held
2.18B
Call Options Held
0
Put Options Held
400
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track Fonville Wealth Management LLC Portfolio

Follow Fonville Wealth Management 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 Fonville Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fonville Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email