A detailed history of Kathleen S. Wright Associates Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 41,822 shares of DFAX stock, worth $1.13 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
41,822
Previous 31,815 31.45%
Holding current value
$1.13 Million
Previous $809,000 31.4%
% of portfolio
0.48%
Previous 0.38%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$24.57 - $26.36 $245,871 - $263,784
10,007 Added 31.45%
41,822 $1.06 Million
Q1 2024

Apr 17, 2024

BUY
$23.42 - $25.45 $433,808 - $471,410
18,523 Added 139.35%
31,815 $809,000
Q4 2023

Jan 31, 2024

BUY
$21.44 - $24.42 $171,048 - $194,822
7,978 Added 150.13%
13,292 $324,000
Q3 2023

Oct 20, 2023

BUY
$22.41 - $24.35 $118,773 - $129,055
5,300 Added 37857.14%
5,314 $119,000
Q2 2023

Jul 20, 2023

BUY
$22.56 - $24.03 $315 - $336
14 New
14 $0

Others Institutions Holding DFAX

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