Investment Planning Advisors, Inc. Dimensional ETF Tr Transaction History

Investment Planning Advisors, Inc.

  • $200 Million
  • Q4 2024

A detailed history of Investment Planning Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 28,819 shares of DFAX stock, worth $742,953. This represents 0.36% of its overall portfolio holdings.

Number of Shares
28,819
Previous 23,563 22.31%
Holding current value
$742,953
Previous $636,000 12.58%
% of portfolio
0.36%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$24.76 - $27.04 $130,138 - $142,122
5,256 Added 22.31%
28,819 $716,000
Q2 2024

Jul 22, 2024
BUY
$24.57 - $26.36 $578,942 - $621,120
23,563 New
23,563 $599 Million

Others Institutions Holding DFAX

# of Institutions
530
Shares Held
232M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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