Great Point Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Great Point Wealth Advisors, LLC

  • $459 Million
  • Q3 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 1,243,728 shares of DFAI stock, worth $36.4 Million. This represents 8.6% of its overall portfolio holdings.

Number of Shares
1,243,728
Previous 1,223,407 1.66%
Holding current value
$36.4 Million
Previous $36.3 Million 8.89%
% of portfolio
8.6%
Previous 8.44%

Shares

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

Oct 18, 2024
BUY
$28.69 - $32.06 $583,009 - $651,491
20,321 Added 1.66%
1,243,728 $39.5 Million
Q2 2024

Jul 29, 2024
BUY
$28.93 - $30.91 $1.63 Million - $1.74 Million
56,210 Added 4.82%
1,223,407 $36.3 Million
Q1 2024

May 09, 2024
BUY
$27.74 - $30.27 $20.7 Million - $22.6 Million
747,269 Added 177.95%
1,167,197 $35.3 Million
Q4 2023

Jan 22, 2024
BUY
$24.88 - $28.69 $1.14 Million - $1.32 Million
45,980 Added 12.3%
419,928 $12 Million
Q3 2023

Oct 13, 2023
BUY
$26.0 - $28.17 $858,234 - $929,863
33,009 Added 9.68%
373,948 $9.76 Million
Q2 2023

Aug 02, 2023
BUY
$26.46 - $28.05 $1.08 Million - $1.15 Million
40,853 Added 13.61%
340,939 $9.31 Million
Q1 2023

May 12, 2023
BUY
$25.21 - $27.45 $466,763 - $508,236
18,515 Added 6.58%
300,086 $8.09 Million
Q4 2022

Feb 07, 2023
BUY
$21.47 - $25.85 $1.09 Million - $1.31 Million
50,594 Added 21.9%
281,571 $7.05 Million
Q3 2022

Nov 09, 2022
BUY
$21.44 - $25.78 $4.65 Million - $5.59 Million
216,659 Added 1513.19%
230,977 $4.98 Million
Q2 2022

Aug 25, 2022
BUY
$23.87 - $28.49 $341,770 - $407,919
14,318 New
14,318 $346,000

Others Institutions Holding DFAI

# of Institutions
539
Shares Held
179M
Call Options Held
7.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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

Track Great Point Wealth Advisors, LLC Portfolio

Follow Great Point Wealth Advisors, 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 Great Point Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Great Point Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email