Herold Advisors, Inc. Dimensional ETF Tr Transaction History

Herold Advisors, Inc.

  • $443 Million
  • Q4 2024

A detailed history of Herold Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Herold Advisors, Inc. holds 123,041 shares of DFAX stock, worth $3.23 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
123,041
Previous 122,241 0.65%
Holding current value
$3.23 Million
Previous $3.3 Million 7.36%
% of portfolio
0.69%
Previous 0.74%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
571
Shares Held
242M
Call Options Held
2K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Herold Advisors, Inc. Portfolio

Follow Herold Advisors, Inc. 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 Herold Advisors, Inc., based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email