Ifp Advisors, Inc Dimensional ETF Tr Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ifp Advisors, Inc holds 113,575 shares of DFAE stock, worth $2.93 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

113,575

Previous 109,241 3.97%

Holding current value

$2.93 Million

Previous $2.99 Million 3.81%

% of portfolio

0.1%

Previous 0.11%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$25.36 - $28.15 $109,910 - $122,002	4,334 Added 3.97%	113,575 $2.88 Million
Q3 2024 Feb 04, 2025	SELL	$24.46 - $27.82 $220 - $250	-9 Reduced 0.01%	109,241 $2.99 Million
Q2 2024 Jul 30, 2024	BUY	$24.03 - $26.3 $149,658 - $163,796	6,228 Added 6.05%	109,250 $2.83 Million
Q1 2024 Jul 30, 2024	BUY	$22.74 - $24.88 $25,582 - $27,990	1,125 Added 1.1%	103,022 $2.55 Million
Q4 2023 Jan 09, 2024	BUY	$21.63 - $24.11 $522,126 - $581,991	24,139 Added 31.04%	101,897 $2.46 Million
Q3 2023 Oct 12, 2023	BUY	$22.43 - $24.83 $42,706 - $47,276	1,904 Added 2.51%	77,758 $1.75 Million
Q2 2023 Aug 04, 2023	BUY	$22.38 - $24.3 $162,210 - $176,126	7,248 Added 10.56%	75,854 $1.78 Million
Q1 2023 Apr 18, 2023	BUY	$21.78 - $24.36 $107,876 - $120,655	4,953 Added 7.78%	68,606 $1.58 Million
Q4 2022 Feb 07, 2023	BUY	$19.67 - $22.73 $134,051 - $154,904	6,815 Added 11.99%	63,653 $1.65 Million
Q3 2022 Nov 08, 2022	BUY	$20.09 - $23.68 $319,069 - $376,085	15,882 Added 38.78%	56,838 $1.47 Million
Q2 2022 Sep 06, 2022	BUY	$22.9 - $27.06 $937,892 - $1.11 Million	40,956 New	40,956 $1.06 Million
Q2 2022 Aug 12, 2022	SELL	$22.9 - $27.06 $937,892 - $1.11 Million	-40,956 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$24.29 - $28.31 $384,073 - $447,637	15,812 Added 62.89%	40,956 $1.07 Million
Q1 2022 Aug 08, 2022	BUY	$24.29 - $28.31 $549,682 - $640,655	22,630 Added 900.16%	25,144 $659,000
Q4 2021 Jan 12, 2022	SELL	$26.45 - $28.31 $2,697 - $2,887	-102 Reduced 3.9%	2,514 $76,000
Q3 2021 Oct 06, 2021	BUY	$26.95 - $29.48 $4,096 - $4,480	152 Added 6.17%	2,616 $78,000
Q2 2021 Jul 13, 2021	BUY	$27.87 - $30.1 $29,570 - $31,936	1,061 Added 75.62%	2,464 $76,000
Q1 2021 Apr 30, 2021	BUY	$27.13 - $29.82 $35,160 - $38,646	1,296 Added 1211.21%	1,403 $39,000
Q4 2020 Jan 25, 2021	BUY	$25.62 - $26.92 $2,741 - $2,880	107 New	107 $3,000

Others Institutions Holding DFAE

# of Institutions

491

Shares Held

148M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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