Kerntke Otto Mc Glone Wealth Management Group Dimensional ETF Tr Transaction History

Kerntke Otto Mc Glone Wealth Management Group

  • $118 Million
  • Q3 2024

A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 22,862 shares of DFAX stock, worth $579,094. This represents 0.52% of its overall portfolio holdings.

Number of Shares
22,862
Previous 27,236 16.06%
Holding current value
$579,094
Previous $692,000 10.84%
% of portfolio
0.52%
Previous 0.65%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$24.29 - $27.25 $106,244 - $119,191
-4,374 Reduced 16.06%
22,862 $617,000
Q2 2024

Aug 14, 2024
BUY
$24.57 - $26.36 $1,547 - $1,660
63 Added 0.23%
27,236 $692,000
Q1 2024

May 10, 2024
BUY
$23.42 - $25.45 $20,633 - $22,421
881 Added 3.35%
27,173 $691,000
Q4 2023

Feb 06, 2024
BUY
$21.44 - $24.42 $13,550 - $15,433
632 Added 2.46%
26,292 $642,000
Q3 2023

Nov 13, 2023
BUY
$22.41 - $24.35 $34,175 - $37,133
1,525 Added 6.32%
25,660 $577,000
Q2 2023

Aug 09, 2023
BUY
$22.56 - $24.03 $2,594 - $2,763
115 Added 0.48%
24,135 $562,000
Q1 2023

May 04, 2023
BUY
$21.74 - $23.72 $5,717 - $6,238
263 Added 1.11%
24,020 $553,000
Q4 2022

Feb 14, 2023
BUY
$18.81 - $22.36 $1,222 - $1,453
65 Added 0.27%
23,757 $513,000
Q3 2022

Nov 14, 2022
BUY
$18.89 - $22.64 $78,204 - $93,729
4,140 Added 21.17%
23,692 $448,000
Q2 2022

Aug 12, 2022
BUY
$21.22 - $25.37 $5,135 - $6,139
242 Added 1.25%
19,552 $419,000
Q1 2022

May 16, 2022
BUY
$23.26 - $26.72 $3,093 - $3,553
133 Added 0.69%
19,310 $482,000
Q4 2021

Feb 14, 2022
BUY
$25.17 - $26.82 $17,568 - $18,720
698 Added 3.78%
19,177 $501,000
Q3 2021

Nov 09, 2021
BUY
$25.83 - $27.21 $477,312 - $502,813
18,479 New
18,479 $478,000

Others Institutions Holding DFAX

# of Institutions
512
Shares Held
221M
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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