Lifeworks Advisors, LLC Dimensional ETF Tr Transaction History

Lifeworks Advisors, LLC

  • $584 Million
  • Q1 2025

A detailed history of Lifeworks Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 18,083 shares of DFAE stock, worth $531,459. This represents 0.08% of its overall portfolio holdings.

Number of Shares
18,083
Previous 13,922 29.89%
Holding current value
$531,459
Previous $353,000 32.58%
% of portfolio
0.08%
Previous 0.07%

Shares

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

May 06, 2025
BUY
$24.64 - $26.86 $102,527 - $111,764
4,161 Added 29.89%
18,083 $468,000
Q4 2024

Feb 07, 2025
BUY
$25.36 - $28.15 $9,712 - $10,781
383 Added 2.83%
13,922 $353,000
Q3 2024

Nov 06, 2024
SELL
$24.46 - $27.82 $50,852 - $57,837
-2,079 Reduced 13.31%
13,539 $371,000
Q2 2024

Aug 13, 2024
BUY
$24.03 - $26.3 $120,029 - $131,368
4,995 Added 47.02%
15,618 $404,000
Q1 2024

May 10, 2024
BUY
$22.74 - $24.88 $241,567 - $264,300
10,623 New
10,623 $262,000

Others Institutions Holding DFAE

# of Institutions
585
Shares Held
167M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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