New Edge Wealth, LLC Dimensional ETF Tr Transaction History

New Edge Wealth, LLC

$5.59 Billion
Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, New Edge Wealth, LLC holds 11,692 shares of DFAE stock, worth $302,822. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,692

Holding current value

$302,822

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$25.36 - $28.15 $296,509 - $329,129	11,692 New	11,692 $296,000

Others Institutions Holding DFAE

# of Institutions

510

Shares Held

167M

Call Options Held

Put Options Held

Essential Planning, Llc. Portsmouth, NH

15.5M
Shares

$403 Million
2.64% of portfolio
Retirement Systems Of Alabama

12.7M
Shares

$328 Million
1.22% of portfolio
Mather Group, Llc. Chicago, IL

8.94M
Shares

$232 Million
2.96% of portfolio
Ubs Group Ag

5.26M
Shares

$136 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

4.54M
Shares

$118 Million
0.01% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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