Investment Advisory Group, LLC Dimensional ETF Tr Transaction History

Investment Advisory Group, LLC

$291 Million
Q4 2024

A detailed history of Investment Advisory Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Investment Advisory Group, LLC holds 21,851 shares of DFAU stock, worth $865,081. This represents 0.3% of its overall portfolio holdings.

Number of Shares

21,851

Previous 21,553 1.38%

Holding current value

$865,081

Previous $855,000 3.39%

% of portfolio

0.3%

Previous 0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$39.27 - $42.38 $11,702 - $12,629	298 Added 1.38%	21,851 $884,000
Q3 2024 Oct 15, 2024	SELL	$35.8 - $39.69 $8,520 - $9,446	-238 Reduced 1.09%	21,553 $855,000
Q2 2024 Jul 31, 2024	BUY	$34.53 - $37.67 $254,555 - $277,703	7,372 Added 51.13%	21,791 $816,000
Q1 2024 Apr 29, 2024	BUY	$32.59 - $36.54 $83,854 - $94,017	2,573 Added 21.72%	14,419 $526,000
Q4 2023 Jan 30, 2024	BUY	$28.58 - $33.37 $133,239 - $155,570	4,662 Added 64.89%	11,846 $393,000
Q3 2023 Oct 16, 2023	BUY	$29.79 - $32.13 $148 - $160	5 Added 0.07%	7,184 $215,000
Q2 2023 Jul 17, 2023	BUY	$28.25 - $30.99 $202,806 - $222,477	7,179 New	7,179 $222,000

Others Institutions Holding DFAU

# of Institutions

479

Shares Held

2.18B

Call Options Held

Put Options Held

400

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Investment Advisory Group, LLC Dimensional ETF Tr Transaction History