Kathleen S. Wright Associates Inc. Dimensional ETF Tr Transaction History

Kathleen S. Wright Associates Inc.

  • $256 Million
  • Q3 2025

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 49,051 shares of DFAX stock, worth $1.57 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
49,051
Previous 44,619 9.93%
Holding current value
$1.57 Million
Previous $1.31 Million 17.48%
% of portfolio
0.6%
Previous 0.54%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
$29.25 - $31.56 $129,636 - $139,873
4,432 Added 9.93%
49,051 $1.54 Million
Q2 2025

Jul 31, 2025
BUY
$23.37 - $29.39 $95,326 - $119,881
4,079 Added 10.06%
44,619 $1.31 Million
Q1 2025

May 05, 2025
SELL
$24.45 - $27.2 $304,524 - $338,776
-12,455 Reduced 23.5%
40,540 $1.06 Million
Q4 2024

Jan 24, 2025
BUY
$24.76 - $27.04 $56,329 - $61,516
2,275 Added 4.49%
52,995 $1.32 Million
Q3 2024

Oct 11, 2024
BUY
$24.29 - $27.25 $216,132 - $242,470
8,898 Added 21.28%
50,720 $1.37 Million
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

# of Institutions
666
Shares Held
257M
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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