A detailed history of Jacobi Capital Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Jacobi Capital Management LLC holds 92,793 shares of DFAE stock, worth $2.46 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
92,793
Previous 76,082 21.96%
Holding current value
$2.46 Million
Previous $2.09 Million 12.85%
% of portfolio
0.18%
Previous 0.16%

Shares

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

Feb 05, 2025

BUY
$25.36 - $28.15 $423,790 - $470,414
16,711 Added 21.96%
92,793 $2.35 Million
Q3 2024

Nov 14, 2024

BUY
$24.46 - $27.82 $507,398 - $577,098
20,744 Added 37.49%
76,082 $2.09 Million
Q2 2024

Aug 09, 2024

BUY
$24.03 - $26.3 $285,740 - $312,733
11,891 Added 27.37%
55,338 $1.43 Million
Q1 2024

May 10, 2024

BUY
$22.74 - $24.88 $649,704 - $710,846
28,571 Added 192.06%
43,447 $1.07 Million
Q4 2023

Feb 14, 2024

BUY
$21.63 - $24.11 $321,767 - $358,660
14,876 New
14,876 $358,000

Others Institutions Holding DFAE

About DIMENSIONAL ETF TR


  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
Track This Portfolio

Track Jacobi Capital Management LLC Portfolio

Follow Jacobi Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jacobi Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jacobi Capital Management LLC with notifications on news.