A detailed history of Lauterbach Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 464,504 shares of DFAX stock, worth $11.5 Million. This represents 8.01% of its overall portfolio holdings.

Number of Shares
464,504
Previous 462,576 0.42%
Holding current value
$11.5 Million
Previous $11.8 Million 6.7%
% of portfolio
8.01%
Previous 8.12%

Shares

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

Nov 01, 2024

BUY
$24.29 - $27.25 $46,831 - $52,538
1,928 Added 0.42%
464,504 $12.5 Million
Q2 2024

Aug 12, 2024

SELL
$24.57 - $26.36 $82,604 - $88,622
-3,362 Reduced 0.72%
462,576 $11.8 Million
Q1 2024

May 08, 2024

SELL
$23.42 - $25.45 $422,707 - $459,347
-18,049 Reduced 3.73%
465,938 $11.9 Million
Q4 2023

Jan 18, 2024

SELL
$21.44 - $24.42 $48,218 - $54,920
-2,249 Reduced 0.46%
483,987 $11.8 Million
Q3 2023

Oct 30, 2023

BUY
$22.41 - $24.35 $66,849 - $72,636
2,983 Added 0.62%
486,236 $11 Million
Q2 2023

Aug 02, 2023

BUY
$22.56 - $24.03 $795,871 - $847,730
35,278 Added 7.87%
483,253 $11.3 Million
Q1 2023

May 01, 2023

SELL
$21.74 - $23.72 $73,133 - $79,794
-3,364 Reduced 0.75%
447,975 $10.3 Million
Q4 2022

Jan 26, 2023

SELL
$18.81 - $22.36 $570,018 - $677,597
-30,304 Reduced 6.29%
451,339 $0
Q3 2022

Oct 28, 2022

BUY
$18.89 - $22.64 $180,229 - $216,008
9,541 Added 2.02%
481,643 $9.1 Million
Q2 2022

Jul 29, 2022

BUY
$21.22 - $25.37 $176,783 - $211,357
8,331 Added 1.8%
472,102 $10.1 Million
Q1 2022

May 11, 2022

BUY
$23.26 - $26.72 $126,860 - $145,730
5,454 Added 1.19%
463,771 $11.6 Million
Q4 2021

Feb 08, 2022

BUY
$25.17 - $26.82 $11.5 Million - $12.3 Million
458,317 New
458,317 $12 Million

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Lauterbach Financial Advisors, LLC Portfolio

Follow Lauterbach Financial Advisors, LLC 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 Lauterbach Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lauterbach Financial Advisors, LLC with notifications on news.