Ml & R Wealth Management LLC Dimensional ETF Tr Transaction History

Ml & R Wealth Management LLC

  • $435 Million
  • Q1 2024

A detailed history of Ml & R Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 149,621 shares of DFAE stock, worth $3.99 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
149,621
Previous 173,592 13.81%
Holding current value
$3.99 Million
Previous $4.19 Million 11.64%
% of portfolio
0.85%
Previous 0.95%

Shares

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

May 14, 2024
SELL
$22.74 - $24.88 $545,100 - $596,398
-23,971 Reduced 13.81%
149,621 $3.7 Million
Q4 2023

Feb 09, 2024
BUY
$21.63 - $24.11 $776,062 - $865,042
35,879 Added 26.05%
173,592 $4.19 Million
Q3 2023

Nov 02, 2023
BUY
$22.43 - $24.83 $532,936 - $589,960
23,760 Added 20.85%
137,713 $3.11 Million
Q2 2023

Aug 08, 2023
BUY
$22.38 - $24.3 $254,102 - $275,902
11,354 Added 11.07%
113,953 $2.67 Million
Q1 2023

May 05, 2023
BUY
$21.78 - $24.36 $304,005 - $340,016
13,958 Added 15.75%
102,599 $2.36 Million
Q4 2022

Feb 06, 2023
BUY
$20.68 - $22.73 $468,629 - $515,084
22,661 Added 34.35%
88,641 $1.95 Million
Q3 2022

Oct 26, 2022
BUY
$20.79 - $23.68 $593,034 - $675,472
28,525 Added 76.16%
65,980 $1.33 Million
Q2 2022

Jul 25, 2022
BUY
$22.9 - $27.06 $144,407 - $170,640
6,306 Added 20.24%
37,455 $867,000
Q1 2022

Apr 18, 2022
BUY
$24.29 - $28.31 $160,678 - $187,270
6,615 Added 26.96%
31,149 $817,000
Q4 2021

Feb 02, 2022
BUY
$26.45 - $28.31 $648,924 - $694,557
24,534 New
24,534 $671,000

Others Institutions Holding DFAE

# of Institutions
426
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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