Kingsview Wealth Management, LLC Dimensional ETF Tr Transaction History

Kingsview Wealth Management, LLC

  • $5.28 Billion
  • Q2 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 12,473 shares of DFAX stock, worth $392,275. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,473
Previous 12,322 1.23%
Holding current value
$392,275
Previous $322,000 13.66%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 08, 2025
BUY
$23.37 - $29.39 $3,528 - $4,437
151 Added 1.23%
12,473 $366,000
Q1 2025

May 02, 2025
BUY
$24.45 - $27.2 $733 - $816
30 Added 0.24%
12,322 $322,000
Q4 2024

Jan 28, 2025
BUY
$24.76 - $27.04 $11,711 - $12,789
473 Added 4.0%
12,292 $305,000
Q3 2024

Nov 12, 2024
BUY
$24.29 - $27.25 $1,991 - $2,234
82 Added 0.7%
11,819 $319,000
Q2 2024

Aug 14, 2024
BUY
$24.57 - $26.36 $3,316 - $3,558
135 Added 1.16%
11,737 $298,000
Q1 2024

May 09, 2024
BUY
$23.42 - $25.45 $304 - $330
13 Added 0.11%
11,602 $295,000
Q4 2023

Feb 08, 2024
BUY
$21.44 - $24.42 $1,822 - $2,075
85 Added 0.74%
11,589 $283,000
Q3 2023

Nov 07, 2023
BUY
$22.41 - $24.35 $2,397 - $2,605
107 Added 0.94%
11,504 $259,000
Q2 2023

Aug 10, 2023
BUY
$22.56 - $24.03 $3,338 - $3,556
148 Added 1.32%
11,397 $265,000
Q1 2023

May 15, 2023
SELL
$21.74 - $23.72 $226,248 - $246,854
-10,407 Reduced 48.06%
11,249 $259,000
Q3 2022

Nov 14, 2022
BUY
$18.89 - $22.64 $409,081 - $490,291
21,656 New
21,656 $409,000

Others Institutions Holding DFAX

# of Institutions
657
Shares Held
253M
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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