New Edge Wealth, LLC Dimensional ETF Tr Transaction History

New Edge Wealth, LLC

  • $5.35 Billion
  • Q1 2025

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 7,820 shares of DFAI stock, worth $264,472. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,820
Previous 10,257 23.76%
Holding current value
$264,472
Previous $299,000 18.39%
% of portfolio
0.0%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$28.88 - $32.4 $70,380 - $78,958
-2,437 Reduced 23.76%
7,820 $244,000
Q4 2024

Feb 04, 2025
BUY
$29.0 - $31.6 $297,453 - $324,121
10,257 New
10,257 $299,000

Others Institutions Holding DFAI

# of Institutions
646
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
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