Kingsview Wealth Management, LLC Dimensional ETF Tr Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

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 11,819 shares of DFAX stock, worth $302,684. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,819

Previous 11,737 0.7%

Holding current value

$302,684

Previous $298,000 7.05%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

518

Shares Held

226M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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Kingsview Wealth Management, LLC Dimensional ETF Tr Transaction History