A detailed history of Landmark Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Landmark Wealth Management, Inc. holds 31,781 shares of DFAE stock, worth $934,043. This represents 0.39% of its overall portfolio holdings.

Number of Shares
31,781
Previous 34,805 8.69%
Holding current value
$934,043
Previous $883 Million 6.82%
% of portfolio
0.39%
Previous 0.43%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025

SELL
$24.64 - $26.86 $74,511 - $81,224
-3,024 Reduced 8.69%
31,781 $823 Million
Q4 2024

Jan 28, 2025

SELL
$25.36 - $28.15 $93,299 - $103,563
-3,679 Reduced 9.56%
34,805 $883 Million
Q3 2024

Nov 01, 2024

SELL
$24.46 - $27.82 $207,543 - $236,052
-8,485 Reduced 18.07%
38,484 $1.05 Billion
Q2 2024

Aug 13, 2024

BUY
$24.03 - $26.3 $1.13 Million - $1.24 Million
46,969 New
46,969 $1.22 Billion

Others Institutions Holding DFAE

About DIMENSIONAL ETF TR


  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
Track This Portfolio

Track Landmark Wealth Management, Inc. Portfolio

Follow Landmark Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Landmark Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Landmark Wealth Management, Inc. with notifications on news.