A detailed history of Okabena Investment Services Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Okabena Investment Services Inc holds 62,241 shares of DFAE stock, worth $1.65 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
62,241
Previous 104,798 40.61%
Holding current value
$1.65 Million
Previous $2.53 Million 39.11%
% of portfolio
0.52%
Previous 0.99%

Shares

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

May 13, 2024

SELL
$22.74 - $24.88 $967,746 - $1.06 Million
-42,557 Reduced 40.61%
62,241 $1.54 Million
Q4 2023

Feb 14, 2024

BUY
$21.63 - $24.11 $107,998 - $120,381
4,993 Added 5.0%
104,798 $2.53 Million
Q2 2023

Aug 14, 2023

SELL
$22.38 - $24.3 $3.79 Million - $4.12 Million
-169,475 Reduced 62.94%
99,805 $2.34 Million
Q1 2023

May 15, 2023

BUY
$21.78 - $24.36 $4.98 Million - $5.58 Million
228,867 Added 566.32%
269,280 $6.2 Million
Q4 2022

Feb 08, 2023

SELL
$20.68 - $22.73 $14,124 - $15,524
-683 Reduced 1.66%
40,413 $887,000
Q3 2022

Nov 14, 2022

SELL
$20.79 - $23.68 $1.31 Million - $1.5 Million
-63,142 Reduced 60.57%
41,096 $826,000
Q2 2022

Aug 11, 2022

BUY
$22.9 - $27.06 $1.36 Million - $1.6 Million
59,229 Added 131.59%
104,238 $2.41 Million
Q1 2022

May 12, 2022

BUY
$24.29 - $28.31 $765,305 - $891,963
31,507 Added 233.35%
45,009 $1.18 Million
Q4 2021

Feb 11, 2022

BUY
$26.45 - $28.31 $217,577 - $232,878
8,226 Added 155.91%
13,502 $369,000
Q3 2021

Nov 12, 2021

BUY
$26.95 - $29.48 $142,188 - $155,536
5,276 New
5,276 $144,000

Others Institutions Holding DFAE

About DIMENSIONAL ETF TR


  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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