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 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 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
413
Shares Held
108M
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
Track This Portfolio

Track Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management 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 Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email