Iht Wealth Management, LLC Dimensional ETF Tr Transaction History

Iht Wealth Management, LLC

  • $2.59 Billion
  • Q1 2024

A detailed history of Iht Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 8,346 shares of DFAI stock, worth $248,710. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,346
Previous 7,046 18.45%
Holding current value
$248,710
Previous $201,000 25.37%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$27.74 - $30.27 $36,062 - $39,351
1,300 Added 18.45%
8,346 $252,000
Q4 2023

Feb 14, 2024
BUY
$24.88 - $28.69 $175,304 - $202,149
7,046 New
7,046 $201,000

Others Institutions Holding DFAI

# of Institutions
489
Shares Held
135M
Call Options Held
400
Put Options Held
177K
View Full List

About DIMENSIONAL ETF TR

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