Olistico Wealth, LLC Dimensional ETF Tr Transaction History

Olistico Wealth, LLC

$164 Billion
Q3 2024

A detailed history of Olistico Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Olistico Wealth, LLC holds 34,742 shares of DFAU stock, worth $1.41 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

34,742

Previous 40,228 13.64%

Holding current value

$1.41 Million

Previous $1.51 Billion 8.57%

% of portfolio

0.84%

Previous 0.96%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$35.8 - $39.69 $196,398 - $217,739	-5,486 Reduced 13.64%	34,742 $1.38 Billion
Q2 2024 Jul 09, 2024	SELL	$34.53 - $37.67 $124,169 - $135,461	-3,596 Reduced 8.21%	40,228 $1.51 Billion
Q1 2024 Apr 24, 2024	SELL	$32.59 - $36.54 $9,809 - $10,998	-301 Reduced 0.68%	43,824 $1.6 Billion
Q4 2023 Feb 12, 2024	SELL	$28.58 - $33.37 $719,129 - $839,655	-25,162 Reduced 36.32%	44,125 $1.47 Billion
Q3 2023 Oct 18, 2023	BUY	$29.79 - $32.13 $167,211 - $180,345	5,613 Added 8.82%	69,287 $2.08 Billion
Q2 2023 Jul 25, 2023	BUY	$28.25 - $30.99 $472,820 - $518,679	16,737 Added 35.66%	63,674 $1.97 Billion
Q1 2023 May 11, 2023	SELL	$26.87 - $29.65 $913 - $1,008	-34 Reduced 0.07%	46,937 $1.35 Billion
Q4 2022 Feb 02, 2023	BUY	$25.24 - $28.83 $1.19 Million - $1.35 Million	46,971 New	46,971 $1.27 Billion

Others Institutions Holding DFAU

# of Institutions

412

Shares Held

110M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Olistico Wealth, LLC Dimensional ETF Tr Transaction History