M Wealth Management, LLC Dimensional ETF Tr Transaction History

M Wealth Management, LLC

  • $107 Billion
  • Q1 2025

A detailed history of M Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, M Wealth Management, LLC holds 58,335 shares of DFAE stock, worth $1.59 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
58,335
Previous 61,851 5.68%
Holding current value
$1.59 Million
Previous $1.57 Billion 3.75%
% of portfolio
1.41%
Previous 1.43%

Shares

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

May 14, 2025
SELL
$24.64 - $26.86 $86,634 - $94,439
-3,516 Reduced 5.68%
58,335 $1.51 Billion
Q4 2024

Jan 23, 2025
BUY
$25.36 - $28.15 $1.57 Million - $1.74 Million
61,851 New
61,851 $1.57 Billion

Others Institutions Holding DFAE

# of Institutions
565
Shares Held
162M
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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