Liberty Wealth Management LLC Dimensional ETF Tr Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

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 718,473 shares of DFAU stock, worth $29.2 Million. This represents 5.01% of its overall portfolio holdings.

Number of Shares
718,473
Previous 1,773,543 59.49%
Holding current value
$29.2 Million
Previous $26 Million 9.68%
% of portfolio
5.01%
Previous 4.77%

Shares

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

Nov 01, 2024
SELL
$35.8 - $39.69 $37.8 Million - $41.9 Million
-1,055,070 Reduced 59.49%
718,473 $28.5 Million
Q2 2024

Aug 06, 2024
BUY
$34.53 - $37.67 $38 Million - $41.4 Million
1,099,117 Added 162.97%
1,773,543 $26 Million
Q1 2024

May 02, 2024
BUY
$32.59 - $36.54 $843,038 - $945,216
25,868 Added 3.99%
674,426 $24.7 Million
Q4 2023

Feb 08, 2024
BUY
$28.58 - $33.37 $4.27 Million - $4.98 Million
149,245 Added 29.89%
648,558 $21.6 Million
Q3 2023

Nov 13, 2023
BUY
$29.79 - $32.13 $2.11 Million - $2.28 Million
70,985 Added 16.57%
499,313 $14.9 Million
Q2 2023

Aug 10, 2023
BUY
$28.25 - $30.99 $117,435 - $128,825
4,157 Added 0.98%
428,328 $13.3 Million
Q1 2023

May 03, 2023
BUY
$26.87 - $29.65 $7.66 Million - $8.46 Million
285,198 Added 205.22%
424,171 $12.2 Million
Q3 2022

Nov 15, 2022
BUY
$25.15 - $30.14 $3.5 Million - $4.19 Million
138,973 New
138,973 $3.5 Million

Others Institutions Holding DFAU

# of Institutions
412
Shares Held
110M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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