A detailed history of Intelligent Financial Strategies transactions in Dimensional ETF Tr stock. As of the latest transaction made, Intelligent Financial Strategies holds 35,705 shares of DFAX stock, worth $884,769. This represents 0.55% of its overall portfolio holdings.

Number of Shares
35,705
Previous 36,090 1.07%
Holding current value
$884,769
Previous $917,000 5.13%
% of portfolio
0.55%
Previous 0.58%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$24.29 - $27.25 $9,351 - $10,491
-385 Reduced 1.07%
35,705 $964,000
Q1 2024

Apr 26, 2024

SELL
$23.42 - $25.45 $1.65 Million - $1.8 Million
-70,560 Reduced 66.16%
36,090 $918,000
Q4 2023

Feb 08, 2024

SELL
$21.44 - $24.42 $88,397 - $100,683
-4,123 Reduced 3.72%
106,650 $2.6 Million
Q3 2023

Oct 30, 2023

SELL
$22.41 - $24.35 $694 - $754
-31 Reduced 0.03%
110,773 $2.49 Million
Q2 2023

Jul 20, 2023

SELL
$22.56 - $24.03 $489,100 - $520,970
-21,680 Reduced 16.36%
110,804 $2.58 Million
Q1 2023

May 01, 2023

SELL
$21.74 - $23.72 $1.8 Million - $1.96 Million
-82,586 Reduced 38.4%
132,484 $3.06 Million
Q4 2022

Jan 24, 2023

SELL
$18.81 - $22.36 $108,872 - $129,419
-5,788 Reduced 2.62%
215,070 $0
Q3 2022

Nov 10, 2022

BUY
$18.89 - $22.64 $133,401 - $159,883
7,062 Added 3.3%
220,858 $4.17 Million
Q2 2022

Aug 08, 2022

BUY
$21.22 - $25.37 $2.83 Million - $3.39 Million
133,534 Added 166.37%
213,796 $4.58 Million
Q1 2022

Apr 25, 2022

BUY
$23.26 - $26.72 $395 - $454
17 Added 0.02%
80,262 $2 Million
Q4 2021

Feb 15, 2022

BUY
$25.17 - $26.82 $2.02 Million - $2.15 Million
80,245 New
80,245 $2.1 Million

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
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