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 19,298 shares of DFAI stock, worth $653,237. This represents 0.13% of its overall portfolio holdings.

Number of Shares
19,298
Previous 28,769 32.92%
Holding current value
$653,237
Previous $823,000 29.16%
% of portfolio
0.13%
Previous 0.19%

Shares

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

May 14, 2024
SELL
$27.74 - $30.27 $262,725 - $286,687
-9,471 Reduced 32.92%
19,298 $583,000
Q4 2023

Feb 09, 2024
BUY
$24.88 - $28.69 $201,751 - $232,647
8,109 Added 39.25%
28,769 $823,000
Q3 2023

Nov 02, 2023
SELL
$26.0 - $28.17 $153,556 - $166,372
-5,906 Reduced 22.23%
20,660 $539,000
Q2 2023

Aug 08, 2023
SELL
$26.46 - $28.05 $17,966 - $19,045
-679 Reduced 2.49%
26,566 $725,000
Q1 2023

May 05, 2023
BUY
$25.21 - $27.45 $46,109 - $50,206
1,829 Added 7.2%
27,245 $734,000
Q4 2022

Feb 06, 2023
SELL
$21.47 - $25.85 $176,075 - $211,995
-8,201 Reduced 24.4%
25,416 $636,000
Q3 2022

Oct 26, 2022
BUY
$21.44 - $25.78 $466,920 - $561,436
21,778 Added 183.95%
33,617 $725,000
Q2 2022

Jul 25, 2022
BUY
$23.87 - $28.49 $282,596 - $337,293
11,839 New
11,839 $286,000
Q1 2022

Apr 18, 2022
SELL
$25.94 - $30.08 $580,744 - $673,431
-22,388 Closed
0 $0
Q4 2021

Feb 02, 2022
BUY
$28.27 - $30.4 $632,908 - $680,595
22,388 New
22,388 $662,000

Others Institutions Holding DFAI

# of Institutions
645
Shares Held
235M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Ml & R Wealth Management LLC Portfolio

Follow Ml & R Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ml & R Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ml & R Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email