Highland Financial Advisors, LLC Dimensional ETF Tr Transaction History

Highland Financial Advisors, LLC

  • $281 Million
  • Q3 2024

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 624,746 shares of DFAU stock, worth $25.4 Million. This represents 8.81% of its overall portfolio holdings.

Number of Shares
624,746
Previous 606,695 2.98%
Holding current value
$25.4 Million
Previous $22.7 Million 9.02%
% of portfolio
8.81%
Previous 8.46%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$35.8 - $39.69 $646,225 - $716,444
18,051 Added 2.98%
624,746 $24.8 Million
Q2 2024

Jul 17, 2024
BUY
$34.53 - $37.67 $2.63 Million - $2.86 Million
76,038 Added 14.33%
606,695 $22.7 Million
Q1 2024

May 06, 2024
SELL
$32.59 - $36.54 $226,011 - $253,404
-6,935 Reduced 1.29%
530,657 $19.4 Million
Q4 2023

Jan 18, 2024
BUY
$28.58 - $33.37 $418,496 - $488,636
14,643 Added 2.8%
537,592 $17.9 Million
Q3 2023

Oct 25, 2023
SELL
$29.79 - $32.13 $21,567 - $23,262
-724 Reduced 0.14%
522,949 $15.7 Million
Q2 2023

Jul 13, 2023
SELL
$28.25 - $30.99 $23,730 - $26,031
-840 Reduced 0.16%
523,673 $16.2 Million
Q1 2023

Apr 17, 2023
BUY
$26.87 - $29.65 $304,759 - $336,290
11,342 Added 2.21%
524,513 $15.1 Million
Q4 2022

Feb 08, 2023
BUY
$25.24 - $28.83 $2.25 Million - $2.57 Million
89,157 Added 21.03%
513,171 $13.9 Million
Q3 2022

Nov 15, 2022
BUY
$25.15 - $30.14 $1.49 Million - $1.78 Million
59,215 Added 16.23%
424,014 $10.7 Million
Q2 2022

Aug 04, 2022
BUY
$25.69 - $31.79 $9.37 Million - $11.6 Million
364,799 New
364,799 $9.64 Million

Others Institutions Holding DFAU

# of Institutions
412
Shares Held
110M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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