Great Point Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Great Point Wealth Advisors, LLC

$450 Million
Q4 2024

A detailed history of Great Point Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 1,077,471 shares of DFAE stock, worth $27.9 Million. This represents 6.07% of its overall portfolio holdings.

Number of Shares

1,077,471

Previous 1,047,363 2.87%

Holding current value

$27.9 Million

Previous $28.7 Million 4.82%

% of portfolio

6.07%

Previous 6.25%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$25.36 - $28.15 $763,538 - $847,540	30,108 Added 2.87%	1,077,471 $27.3 Million
Q3 2024 Oct 18, 2024	BUY	$24.46 - $27.82 $534,768 - $608,228	21,863 Added 2.13%	1,047,363 $28.7 Million
Q2 2024 Jul 29, 2024	BUY	$24.03 - $26.3 $632,637 - $692,400	26,327 Added 2.63%	1,025,500 $26.5 Million
Q1 2024 May 09, 2024	BUY	$22.74 - $24.88 $12.4 Million - $13.6 Million	545,374 Added 120.18%	999,173 $24.7 Million
Q4 2023 Jan 22, 2024	BUY	$21.63 - $24.11 $1.1 Million - $1.22 Million	50,727 Added 12.59%	453,799 $10.9 Million
Q3 2023 Oct 13, 2023	BUY	$22.43 - $24.83 $300,292 - $332,424	13,388 Added 3.44%	403,072 $9.1 Million
Q2 2023 Aug 02, 2023	BUY	$22.38 - $24.3 $881,190 - $956,788	39,374 Added 11.24%	389,684 $9.14 Million
Q1 2023 May 12, 2023	BUY	$21.78 - $24.36 $348,719 - $390,027	16,011 Added 4.79%	350,310 $8.06 Million
Q4 2022 Feb 07, 2023	BUY	$19.67 - $22.73 $57,121 - $66,007	2,904 Added 0.88%	334,299 $7.34 Million
Q3 2022 Nov 09, 2022	BUY	$20.09 - $23.68 $1.33 Million - $1.57 Million	66,203 Added 24.96%	331,395 $6.66 Million
Q2 2022 Aug 25, 2022	BUY	$22.9 - $27.06 $1.69 Million - $2 Million	73,969 Added 38.68%	265,192 $6.14 Million
Q1 2022 May 03, 2022	BUY	$24.29 - $28.31 $4.64 Million - $5.41 Million	191,223 New	191,223 $5.02 Million

Others Institutions Holding DFAE

# of Institutions

488

Shares Held

148M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Great Point Wealth Advisors, LLC Dimensional ETF Tr Transaction History