Mission Wealth Management, LP Dimensional ETF Tr Dimensional Transaction History

Mission Wealth Management, LP

  • $4.1 Billion
  • Q3 2024

A detailed history of Mission Wealth Management, LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mission Wealth Management, LP holds 10,057 shares of DFAR stock, worth $245,994. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,057
Previous 10,556 4.73%
Holding current value
$245,994
Previous $233,000 10.3%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$21.91 - $26.03 $10,933 - $12,988
-499 Reduced 4.73%
10,057 $257,000
Q2 2024

Aug 02, 2024
SELL
$20.41 - $22.23 $53,698 - $58,487
-2,631 Reduced 19.95%
10,556 $233,000
Q1 2024

Apr 30, 2024
BUY
$21.28 - $22.96 $1,979 - $2,135
93 Added 0.71%
13,187 $294,000
Q4 2023

Feb 05, 2024
BUY
$18.45 - $23.08 $241,584 - $302,209
13,094 New
13,094 $297,000
Q3 2022

Oct 12, 2022
BUY
$20.34 - $25.89 $208,078 - $264,854
10,230 New
10,230 $210,000

Others Institutions Holding DFAR

# of Institutions
206
Shares Held
35.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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