A detailed history of Independent Wealth Network Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Independent Wealth Network Inc. holds 22,701 shares of DFAX stock, worth $562,530. This represents 0.28% of its overall portfolio holdings.

Number of Shares
22,701
Previous 22,701 -0.0%
Holding current value
$562,530
Previous $577,000 6.24%
% of portfolio
0.28%
Previous 0.28%

Shares

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

May 20, 2024

BUY
$23.42 - $25.45 $531,657 - $577,740
22,701 New
22,701 $577,000
Q4 2023

Jan 12, 2024

SELL
$21.44 - $24.42 $104,927 - $119,511
-4,894 Reduced 17.54%
23,001 $561,000
Q4 2022

Jan 25, 2023

SELL
$18.81 - $22.36 $92,564 - $110,033
-4,921 Reduced 15.0%
27,895 $0
Q2 2022

Jul 26, 2022

BUY
$21.22 - $25.37 $40,318 - $48,203
1,900 Added 6.15%
32,816 $704,000
Q4 2021

Feb 10, 2022

BUY
$25.17 - $26.82 $5,034 - $5,364
200 Added 0.65%
30,916 $807,000
Q3 2021

Nov 04, 2021

BUY
$25.83 - $27.21 $793,394 - $835,782
30,716 New
30,716 $818,000

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
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