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 8,933 shares of DFAU stock, worth $363,662. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,933
Previous 13,030 31.44%
Holding current value
$363,662
Previous $433,000 24.71%
% of portfolio
0.07%
Previous 0.1%

Shares

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

May 14, 2024
SELL
$32.59 - $36.54 $133,521 - $149,704
-4,097 Reduced 31.44%
8,933 $326,000
Q4 2023

Feb 09, 2024
BUY
$28.58 - $33.37 $58,989 - $68,875
2,064 Added 18.82%
13,030 $433,000
Q3 2023

Nov 02, 2023
SELL
$29.79 - $32.13 $63,869 - $68,886
-2,144 Reduced 16.35%
10,966 $328,000
Q2 2023

Aug 08, 2023
BUY
$28.25 - $30.99 $52,771 - $57,889
1,868 Added 16.62%
13,110 $406,000
Q1 2023

May 05, 2023
BUY
$26.87 - $29.65 $22,328 - $24,639
831 Added 7.98%
11,242 $323,000
Q4 2022

Feb 06, 2023
SELL
$25.24 - $28.83 $247,099 - $282,245
-9,790 Reduced 48.46%
10,411 $281,000
Q3 2022

Oct 26, 2022
BUY
$25.15 - $30.14 $144,436 - $173,094
5,743 Added 39.72%
20,201 $508,000
Q2 2022

Jul 25, 2022
BUY
$25.69 - $31.79 $14,874 - $18,406
579 Added 4.17%
14,458 $382,000
Q1 2022

Apr 18, 2022
BUY
$29.18 - $33.24 $159,964 - $182,221
5,482 Added 65.29%
13,879 $437,000
Q4 2021

Feb 02, 2022
BUY
$30.17 - $33.15 $253,337 - $278,360
8,397 New
8,397 $277,000

Others Institutions Holding DFAU

# of Institutions
412
Shares Held
110M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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