Joel Adams & Associates, Inc. Dimensional ETF Tr Transaction History

Joel Adams & Associates, Inc.

  • $113 Billion
  • Q2 2025

A detailed history of Joel Adams & Associates, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 12,971 shares of DFAX stock, worth $407,029. This represents 0.34% of its overall portfolio holdings.

Number of Shares
12,971
Previous 10,984 18.09%
Holding current value
$407,029
Previous $288 Million 32.38%
% of portfolio
0.34%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$23.37 - $29.39 $46,436 - $58,397
1,987 Added 18.09%
12,971 $381 Million
Q1 2025

Apr 22, 2025
BUY
$24.45 - $27.2 $684 - $761
28 Added 0.26%
10,984 $288 Million
Q4 2024

Jan 31, 2025
BUY
$24.76 - $27.04 $271,270 - $296,250
10,956 New
10,956 $272 Million

Others Institutions Holding DFAX

# of Institutions
653
Shares Held
254M
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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