Independent Wealth Network Inc. Dimensional ETF Tr Transaction History

Independent Wealth Network Inc.

$237 Million
Q1 2025

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 19,310 shares of DFAX stock, worth $553,617. This represents 0.21% of its overall portfolio holdings.

Number of Shares

19,310

Previous 20,510 5.85%

Holding current value

$553,617

Previous $509,000 0.79%

% of portfolio

0.21%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$24.45 - $27.2 $29,340 - $32,640	-1,200 Reduced 5.85%	19,310 $505,000
Q4 2024 Jan 17, 2025	SELL	$24.76 - $27.04 $54,249 - $59,244	-2,191 Reduced 9.65%	20,510 $509,000
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

# of Institutions

607

Shares Held

248M

Call Options Held

6.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Independent Wealth Network Inc. Dimensional ETF Tr Transaction History