Marshall Financial Group LLC Dimensional ETF Tr Transaction History

Marshall Financial Group LLC

  • $353 Million
  • Q2 2024

A detailed history of Marshall Financial Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Marshall Financial Group LLC holds 10,287 shares of DFAE stock, worth $283,715. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,287
Previous 14,155 27.33%
Holding current value
$283,715
Previous $349,000 23.78%
% of portfolio
0.08%
Previous 0.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
SELL
$24.03 - $26.3 $92,948 - $101,728
-3,868 Reduced 27.33%
10,287 $266,000
Q1 2024

Apr 19, 2024
SELL
$22.74 - $24.88 $219,895 - $240,589
-9,670 Reduced 40.59%
14,155 $349,000
Q4 2023

Jan 10, 2024
SELL
$21.63 - $24.11 $169,600 - $189,046
-7,841 Reduced 24.76%
23,825 $574,000
Q3 2023

Oct 19, 2023
SELL
$22.43 - $24.83 $74,916 - $82,932
-3,340 Reduced 9.54%
31,666 $714,000
Q2 2023

Jul 17, 2023
SELL
$22.38 - $24.3 $509,883 - $553,626
-22,783 Reduced 39.42%
35,006 $821,000
Q1 2023

Apr 18, 2023
SELL
$21.78 - $24.36 $41,382 - $46,284
-1,900 Reduced 3.18%
57,789 $1.33 Million
Q4 2022

Feb 01, 2023
SELL
$19.67 - $22.73 $9,579 - $11,069
-487 Reduced 0.81%
59,689 $1.31 Million
Q3 2022

Oct 12, 2022
BUY
$20.09 - $23.68 $23,846 - $28,108
1,187 Added 2.01%
60,176 $1.21 Million
Q2 2022

Jul 25, 2022
BUY
$22.9 - $27.06 $264,357 - $312,380
11,544 Added 24.33%
58,989 $1.37 Million
Q1 2022

May 10, 2022
BUY
$24.29 - $28.31 $205,614 - $239,644
8,465 Added 21.72%
47,445 $1.25 Million
Q4 2021

Jan 27, 2022
BUY
$26.45 - $28.31 $1.03 Million - $1.1 Million
38,980 New
38,980 $1.07 Million

Others Institutions Holding DFAE

# of Institutions
453
Shares Held
127M
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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