Mission Wealth Management, LP Dimensional ETF Tr Transaction History

Mission Wealth Management, LP

  • $3.78 Billion
  • Q1 2024

A detailed history of Mission Wealth Management, LP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mission Wealth Management, LP holds 1,573,081 shares of DFAE stock, worth $40.7 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
1,573,081
Previous 1,386,556 13.45%
Holding current value
$40.7 Million
Previous $33.4 Million 16.32%
% of portfolio
1.03%
Previous 1.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$22.74 - $24.88 $4.24 Million - $4.64 Million
186,525 Added 13.45%
1,573,081 $38.9 Million
Q4 2023

Feb 05, 2024
BUY
$21.63 - $24.11 $3.88 Million - $4.32 Million
179,153 Added 14.84%
1,386,556 $33.4 Million
Q3 2023

Oct 23, 2023
BUY
$22.43 - $24.83 $4.97 Million - $5.5 Million
221,684 Added 22.49%
1,207,403 $27.3 Million
Q2 2023

Aug 04, 2023
BUY
$22.38 - $24.3 $4.3 Million - $4.67 Million
191,987 Added 24.19%
985,719 $23.1 Million
Q1 2023

Apr 07, 2023
BUY
$21.78 - $24.36 $4.73 Million - $5.3 Million
217,399 Added 37.72%
793,732 $18.3 Million
Q4 2022

Feb 02, 2023
BUY
$20.68 - $22.73 $7.86 Million - $8.64 Million
380,195 Added 193.84%
576,333 $12.7 Million
Q3 2022

Oct 12, 2022
BUY
$20.79 - $23.68 $577,982 - $658,327
27,801 Added 16.52%
196,138 $3.94 Million
Q2 2022

Jul 27, 2022
BUY
$22.9 - $27.06 $1.66 Million - $1.96 Million
72,449 Added 75.56%
168,337 $3.9 Million
Q1 2022

Apr 25, 2022
BUY
$24.29 - $28.31 $1.02 Million - $1.19 Million
41,885 Added 77.56%
95,888 $2.52 Million
Q4 2021

Feb 11, 2022
BUY
$26.45 - $28.31 $795,483 - $851,423
30,075 Added 125.69%
54,003 $1.48 Million
Q3 2021

Nov 05, 2021
BUY
$26.95 - $29.48 $644,859 - $705,397
23,928 New
23,928 $652,000

Others Institutions Holding DFAE

# of Institutions
425
Shares Held
119M
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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