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 1,055,890 shares of DFAI stock, worth $31.3 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
1,055,890
Previous 926,808 13.93%
Holding current value
$31.3 Million
Previous $26.5 Million 20.21%
% of portfolio
0.85%
Previous 0.87%

Shares

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

Apr 30, 2024
BUY
$27.74 - $30.27 $3.58 Million - $3.91 Million
129,082 Added 13.93%
1,055,890 $31.9 Million
Q4 2023

Feb 05, 2024
SELL
$24.88 - $28.69 $525,913 - $606,449
-21,138 Reduced 2.23%
926,808 $26.5 Million
Q3 2023

Oct 23, 2023
BUY
$26.0 - $28.17 $216,424 - $234,487
8,324 Added 0.89%
947,946 $24.8 Million
Q2 2023

Aug 04, 2023
BUY
$26.46 - $28.05 $393,698 - $417,355
14,879 Added 1.61%
939,622 $25.7 Million
Q1 2023

Apr 07, 2023
BUY
$25.21 - $27.45 $462,351 - $503,433
18,340 Added 2.02%
924,743 $24.9 Million
Q4 2022

Feb 02, 2023
BUY
$23.24 - $25.85 $6.98 Million - $7.76 Million
300,384 Added 49.57%
906,403 $22.7 Million
Q3 2022

Oct 12, 2022
BUY
$21.89 - $25.78 $3.62 Million - $4.26 Million
165,350 Added 37.52%
606,019 $13.1 Million
Q2 2022

Jul 27, 2022
BUY
$23.87 - $28.49 $3.89 Million - $4.65 Million
163,069 Added 58.74%
440,669 $10.6 Million
Q1 2022

Apr 25, 2022
BUY
$25.94 - $30.08 $5.02 Million - $5.82 Million
193,368 Added 229.57%
277,600 $7.81 Million
Q4 2021

Feb 11, 2022
BUY
$28.27 - $30.4 $1.08 Million - $1.16 Million
38,182 Added 82.91%
84,232 $2.49 Million
Q3 2021

Nov 05, 2021
BUY
$28.39 - $30.41 $1.31 Million - $1.4 Million
46,050 New
46,050 $1.33 Million

Others Institutions Holding DFAI

# of Institutions
489
Shares Held
135M
Call Options Held
400
Put Options Held
177K
View Full List

About DIMENSIONAL ETF TR

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