Kingswood Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 94,463 shares of DFAX stock, worth $2.48 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
94,463
Previous 52,340 80.48%
Holding current value
$2.48 Million
Previous $1.41 Billion 66.11%
% of portfolio
0.18%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$24.76 - $27.04 $1.04 Million - $1.14 Million
42,123 Added 80.48%
94,463 $2.35 Billion
Q3 2024

Oct 21, 2024
BUY
$24.29 - $27.25 $1.27 Million - $1.43 Million
52,340 New
52,340 $1.41 Billion

Others Institutions Holding DFAX

# of Institutions
571
Shares Held
242M
Call Options Held
2K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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