Householder Group Estate & Retirement Specialist, LLC Dimensional ETF Tr Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 1,579 shares of DFAE stock, worth $40,438. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,579

Previous 2,957 46.6%

Holding current value

$40,438

Previous $81,000 50.62%

% of portfolio

0.03%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$25.36 - $28.15 $34,946 - $38,790	-1,378 Reduced 46.6%	1,579 $40,000
Q3 2024 Oct 18, 2024	BUY	$24.46 - $27.82 $41,557 - $47,266	1,699 Added 135.06%	2,957 $81,000
Q2 2024 Jul 17, 2024	SELL	$24.03 - $26.3 $1,850 - $2,025	-77 Reduced 5.77%	1,258 $32,000
Q1 2024 May 03, 2024	BUY	$22.74 - $24.88 $24,240 - $26,522	1,066 Added 396.28%	1,335 $33,000
Q4 2023 Jan 23, 2024	BUY	$21.63 - $24.11 $778 - $867	36 Added 15.45%	269 $6,000
Q3 2023 Oct 10, 2023	BUY	$22.43 - $24.83 $5,226 - $5,785	233 New	233 $5,000

Others Institutions Holding DFAE

# of Institutions

485

Shares Held

146M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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Householder Group Estate & Retirement Specialist, LLC Dimensional ETF Tr Transaction History