Forvis Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 379,501 shares of DFAR stock, worth $9.56 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

379,501

Previous 516,950 26.59%

Holding current value

$9.56 Million

Previous $11.4 Million 14.83%

% of portfolio

0.23%

Previous 0.29%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$21.91 - $26.03 $3.01 Million - $3.58 Million	-137,449 Reduced 26.59%	379,501 $9.73 Million
Q2 2024 Aug 09, 2024	SELL	$20.41 - $22.23 $1.53 Million - $1.66 Million	-74,757 Reduced 12.63%	516,950 $11.4 Million
Q1 2024 Apr 19, 2024	BUY	$21.28 - $22.96 $183,199 - $197,662	8,609 Added 1.48%	591,707 $13.2 Million
Q4 2023 Jan 11, 2024	BUY	$18.45 - $23.08 $434,110 - $543,049	23,529 Added 4.2%	583,098 $13.3 Million
Q3 2023 Oct 25, 2023	BUY	$19.26 - $22.35 $1.87 Million - $2.17 Million	97,020 Added 20.98%	559,569 $10.9 Million
Q2 2023 Aug 08, 2023	BUY	$20.22 - $21.63 $1.97 Million - $2.1 Million	97,287 Added 26.63%	462,549 $9.95 Million
Q1 2023 Apr 26, 2023	BUY	$19.83 - $23.92 $1.18 Million - $1.43 Million	59,670 Added 19.53%	365,262 $7.85 Million
Q4 2022 Feb 02, 2023	BUY	$19.45 - $22.52 $2.26 Million - $2.61 Million	115,942 Added 61.13%	305,592 $6.46 Million
Q3 2022 Oct 13, 2022	BUY	$20.34 - $25.89 $2.26 Million - $2.88 Million	111,142 Added 141.57%	189,650 $3.9 Million
Q2 2022 Jul 22, 2022	BUY	$21.92 - $28.24 $1.72 Million - $2.22 Million	78,508 New	78,508 $1.81 Million

Others Institutions Holding DFAR

# of Institutions

218

Shares Held

35.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Forvis Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History