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 322,337 shares of DFAU stock, worth $12.8 Million. This represents 2.9% of its overall portfolio holdings.

Number of Shares
322,337
Previous 324,127 0.55%
Holding current value
$12.8 Million
Previous $12.9 Million 1.45%
% of portfolio
2.9%
Previous 2.8%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$39.27 - $42.38 $70,293 - $75,860
-1,790 Reduced 0.55%
322,337 $13.1 Million
Q3 2024

Oct 18, 2024
SELL
$35.8 - $39.69 $10,704 - $11,867
-299 Reduced 0.09%
324,127 $12.9 Million
Q2 2024

Jul 29, 2024
SELL
$34.53 - $37.67 $105,074 - $114,629
-3,043 Reduced 0.93%
324,426 $12.2 Million
Q1 2024

May 09, 2024
SELL
$32.59 - $36.54 $274,538 - $307,812
-8,424 Reduced 2.51%
327,469 $12 Million
Q4 2023

Jan 22, 2024
SELL
$28.58 - $33.37 $451,906 - $527,646
-15,812 Reduced 4.5%
335,893 $11.2 Million
Q3 2023

Oct 13, 2023
BUY
$29.79 - $32.13 $198,163 - $213,728
6,652 Added 1.93%
351,705 $10.5 Million
Q2 2023

Aug 02, 2023
SELL
$28.25 - $30.99 $46,923 - $51,474
-1,661 Reduced 0.48%
345,053 $10.7 Million
Q1 2023

May 12, 2023
SELL
$26.87 - $29.65 $80,717 - $89,068
-3,004 Reduced 0.86%
346,714 $9.97 Million
Q4 2022

Feb 07, 2023
BUY
$25.24 - $28.83 $2.54 Million - $2.9 Million
100,757 Added 40.47%
349,718 $9.45 Million
Q3 2022

Nov 09, 2022
SELL
$25.15 - $30.14 $8.6 Million - $10.3 Million
-341,823 Reduced 57.86%
248,961 $6.26 Million
Q2 2022

Aug 25, 2022
BUY
$25.69 - $31.79 $15.2 Million - $18.8 Million
590,784 New
590,784 $15.6 Million

Others Institutions Holding DFAU

# of Institutions
479
Shares Held
2.18B
Call Options Held
0
Put Options Held
400
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
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