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 2,127 shares of DFAX stock, worth $56,854. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,127

Previous 6,596 67.75%

Holding current value

$56,854

Previous $178,000 70.79%

% of portfolio

0.04%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$24.76 - $27.04 $110,652 - $120,841	-4,469 Reduced 67.75%	2,127 $52,000
Q3 2024 Oct 18, 2024	SELL	$24.29 - $27.25 $17,926 - $20,110	-738 Reduced 10.06%	6,596 $178,000
Q2 2024 Jul 17, 2024	BUY	$24.57 - $26.36 $90,270 - $96,846	3,674 Added 100.38%	7,334 $186,000
Q1 2024 May 03, 2024	BUY	$23.42 - $25.45 $3,161 - $3,435	135 Added 3.83%	3,660 $93,000
Q4 2023 Jan 23, 2024	SELL	$21.44 - $24.42 $757,818 - $863,149	-35,346 Reduced 90.93%	3,525 $86,000
Q3 2023 Oct 10, 2023	BUY	$22.41 - $24.35 $728,011 - $791,034	32,486 Added 508.79%	38,871 $875,000
Q1 2023 Apr 13, 2023	BUY	$21.74 - $23.72 $138,809 - $151,452	6,385 New	6,385 $147,000

Others Institutions Holding DFAX

# of Institutions

572

Shares Held

242M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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