Great Point Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Great Point Wealth Advisors, LLC

$430 Million
Q2 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 1,223,407 shares of DFAI stock, worth $38.2 Million. This represents 8.44% of its overall portfolio holdings.

Number of Shares

1,223,407

Previous 1,167,197 4.82%

Holding current value

$38.2 Million

Previous $35.3 Million 2.91%

% of portfolio

8.44%

Previous 8.37%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

520

Shares Held

159M

Call Options Held

400

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Great Point Wealth Advisors, LLC Dimensional ETF Tr Transaction History