A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Investmark Advisory Group LLC holds 78,160 shares of DFAU stock, worth $3.21 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
78,160
Previous 77,276 1.14%
Holding current value
$3.21 Million
Previous $2.9 Million 7.08%
% of portfolio
1.54%
Previous 1.57%

Shares

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

Nov 14, 2024

BUY
$35.8 - $39.69 $31,647 - $35,085
884 Added 1.14%
78,160 $3.1 Million
Q2 2024

Aug 14, 2024

BUY
$34.53 - $37.67 $34,184 - $37,293
990 Added 1.3%
77,276 $2.9 Million
Q1 2024

May 17, 2024

SELL
$32.59 - $36.54 $299,013 - $335,254
-9,175 Reduced 10.74%
76,286 $2.79 Million
Q4 2023

Feb 14, 2024

BUY
$28.58 - $33.37 $272,796 - $318,516
9,545 Added 12.57%
85,461 $2.84 Million
Q2 2023

Aug 14, 2023

BUY
$28.25 - $30.99 $332,785 - $365,062
11,780 Added 18.37%
75,916 $2.35 Million
Q1 2023

May 15, 2023

BUY
$26.87 - $29.65 $396,950 - $438,019
14,773 Added 29.93%
64,136 $1.85 Million
Q4 2022

Jan 24, 2023

BUY
$25.24 - $28.83 $1.25 Million - $1.42 Million
49,363 New
49,363 $0

Others Institutions Holding DFAU

About DIMENSIONAL ETF TR


  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
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