Highland Financial Advisors, LLC Dimensional ETF Tr Transaction History

Highland Financial Advisors, LLC

  • $277 Million
  • Q1 2025

A detailed history of Highland Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 25,474 shares of DFAE stock, worth $662,069. This represents 0.24% of its overall portfolio holdings.

Number of Shares
25,474
Previous 25,014 1.84%
Holding current value
$662,069
Previous $635,000 4.09%
% of portfolio
0.24%
Previous 0.22%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$24.64 - $26.86 $11,334 - $12,355
460 Added 1.84%
25,474 $661,000
Q3 2024

Oct 30, 2024
SELL
$24.46 - $27.82 $15,214 - $17,304
-622 Reduced 2.43%
25,014 $686,000
Q2 2024

Jul 17, 2024
BUY
$24.03 - $26.3 $59,906 - $65,565
2,493 Added 10.77%
25,636 $663,000
Q1 2024

May 06, 2024
SELL
$22.74 - $24.88 $223,738 - $244,794
-9,839 Reduced 29.83%
23,143 $572,000
Q4 2023

Jan 18, 2024
SELL
$21.63 - $24.11 $23,619 - $26,328
-1,092 Reduced 3.2%
32,982 $795,000
Q3 2023

Oct 25, 2023
SELL
$22.43 - $24.83 $538 - $595
-24 Reduced 0.07%
34,074 $769,000
Q2 2023

Jul 13, 2023
SELL
$22.38 - $24.3 $33,726 - $36,620
-1,507 Reduced 4.23%
34,098 $800,000
Q1 2023

Apr 17, 2023
BUY
$21.78 - $24.36 $50,377 - $56,344
2,313 Added 6.95%
35,605 $820,000
Q4 2022

Feb 08, 2023
BUY
$19.67 - $22.73 $249,238 - $288,011
12,671 Added 61.45%
33,292 $731,000
Q3 2022

Nov 15, 2022
SELL
$20.09 - $23.68 $457,248 - $538,956
-22,760 Reduced 52.47%
20,621 $414,000
Q2 2022

Aug 04, 2022
BUY
$22.9 - $27.06 $993,424 - $1.17 Million
43,381 New
43,381 $1.01 Million

Others Institutions Holding DFAE

# of Institutions
551
Shares Held
157M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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