A detailed history of Founders Financial Securities LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Founders Financial Securities LLC holds 722,029 shares of DFAE stock, worth $18.5 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares
722,029
Previous 700,332 3.1%
Holding current value
$18.5 Million
Previous $18.1 Million 9.23%
% of portfolio
1.87%
Previous 1.73%

Shares

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

Nov 12, 2024

BUY
$24.46 - $27.82 $530,708 - $603,610
21,697 Added 3.1%
722,029 $19.8 Million
Q2 2024

Aug 02, 2024

BUY
$24.03 - $26.3 $6.73 Million - $7.37 Million
280,186 Added 66.69%
700,332 $18.1 Million
Q1 2024

Apr 17, 2024

SELL
$22.74 - $24.88 $3.48 Million - $3.81 Million
-152,970 Reduced 26.69%
420,146 $10.4 Million
Q4 2023

Feb 06, 2024

BUY
$21.63 - $24.11 $706,241 - $787,215
32,651 Added 6.04%
573,116 $13.8 Million
Q3 2023

Oct 17, 2023

BUY
$22.43 - $24.83 $987,391 - $1.09 Million
44,021 Added 8.87%
540,465 $12.2 Million
Q2 2023

Aug 11, 2023

SELL
$22.38 - $24.3 $2.74 Million - $2.97 Million
-122,373 Reduced 19.78%
496,444 $11.6 Million
Q1 2023

May 04, 2023

BUY
$21.78 - $24.36 $2.97 Million - $3.32 Million
136,442 Added 28.29%
618,817 $14.2 Million
Q4 2022

Feb 08, 2023

BUY
$19.67 - $22.73 $4.52 Million - $5.22 Million
229,632 Added 90.86%
482,375 $10.6 Million
Q3 2022

Oct 27, 2022

BUY
$20.09 - $23.68 $958,112 - $1.13 Million
47,691 Added 23.26%
252,743 $5.08 Million
Q2 2022

Jul 27, 2022

BUY
$22.9 - $27.06 $4.7 Million - $5.55 Million
205,052 New
205,052 $4.75 Million

Others Institutions Holding DFAE

About DIMENSIONAL ETF TR


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

Track Founders Financial Securities LLC Portfolio

Follow Founders Financial Securities 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 Founders Financial Securities LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Securities LLC with notifications on news.