Herold Advisors, Inc. Dimensional ETF Tr Transaction History

Herold Advisors, Inc.

$439 Million
Q1 2025

A detailed history of Herold Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Herold Advisors, Inc. holds 126,896 shares of DFAX stock, worth $3.83 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

126,896

Previous 123,041 3.13%

Holding current value

$3.83 Million

Previous $3.06 Million 8.7%

% of portfolio

0.76%

Previous 0.69%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$24.45 - $27.2 $94,254 - $104,856	3,855 Added 3.13%	126,896 $3.32 Million
Q4 2024 Feb 14, 2025	BUY	$24.76 - $27.04 $19,808 - $21,632	800 Added 0.65%	123,041 $3.06 Million
Q3 2024 Nov 14, 2024	BUY	$24.29 - $27.25 $12,873 - $14,442	530 Added 0.44%	122,241 $3.3 Million
Q2 2024 Jul 24, 2024	BUY	$24.57 - $26.36 $39,705 - $42,597	1,616 Added 1.35%	121,711 $3.09 Million
Q1 2024 May 10, 2024	BUY	$23.42 - $25.45 $109,605 - $119,106	4,680 Added 4.05%	120,095 $3.06 Million
Q4 2023 Feb 02, 2024	BUY	$21.44 - $24.42 $2.47 Million - $2.82 Million	115,415 New	115,415 $2.82 Million

Others Institutions Holding DFAX

# of Institutions

635

Shares Held

243M

Call Options Held

6.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Herold Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Herold Advisors, Inc. with notifications on news.

Account

Herold Advisors, Inc. Dimensional ETF Tr Transaction History