Liberty Wealth Management LLC Dimensional ETF Tr Transaction History

Liberty Wealth Management LLC

  • $504 Million
  • Q1 2025

A detailed history of Liberty Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Liberty Wealth Management LLC holds 344,745 shares of DFAI stock, worth $11.2 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares
344,745
Previous 878,857 60.77%
Holding current value
$11.2 Million
Previous $27.4 Million 60.77%
% of portfolio
2.14%
Previous 0.48%

Shares

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

May 12, 2025
SELL
$28.88 - $32.4 $15.4 Million - $17.3 Million
-534,112 Reduced 60.77%
344,745 $10.8 Million
Q1 2025

May 08, 2025
BUY
$28.88 - $32.4 $13.4 Million - $15 Million
463,282 Added 111.48%
878,857 $27.4 Million
Q4 2024

Feb 07, 2025
BUY
$29.0 - $31.6 $3.77 Million - $4.11 Million
129,953 Added 45.5%
415,575 $12.1 Million
Q3 2024

Nov 01, 2024
SELL
$28.69 - $32.06 $8.05 Million - $9 Million
-280,738 Reduced 49.57%
285,622 $9.08 Million
Q2 2024

Aug 06, 2024
BUY
$28.93 - $30.91 $7.8 Million - $8.33 Million
269,510 Added 90.79%
566,360 $8.28 Million
Q1 2024

May 02, 2024
BUY
$27.74 - $30.27 $283,974 - $309,873
10,237 Added 3.57%
296,850 $8.97 Million
Q4 2023

Feb 08, 2024
SELL
$24.88 - $28.69 $750,803 - $865,778
-30,177 Reduced 9.53%
286,613 $8.21 Million
Q3 2023

Nov 13, 2023
BUY
$26.0 - $28.17 $1.04 Million - $1.13 Million
40,172 Added 14.52%
316,790 $8.27 Million
Q2 2023

Aug 10, 2023
BUY
$26.46 - $28.05 $328,977 - $348,745
12,433 Added 4.71%
276,618 $7.56 Million
Q1 2023

May 03, 2023
BUY
$25.21 - $27.45 $6.66 Million - $7.25 Million
264,185 New
264,185 $7.12 Million

Others Institutions Holding DFAI

# of Institutions
644
Shares Held
234M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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