Perfromance Wealth Partners, LLC Dimensional ETF Tr Transaction History

Perfromance Wealth Partners, LLC

  • $3.09 Billion
  • Q4 2024

A detailed history of Perfromance Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 7,352 shares of DFAU stock, worth $307,607. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,352
Previous 8,777 16.24%
Holding current value
$307,607
Previous $348,000 14.66%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$39.27 - $42.38 $55,959 - $60,391
-1,425 Reduced 16.24%
7,352 $297,000
Q3 2024

Oct 10, 2024
SELL
$35.8 - $39.69 $91,397 - $101,328
-2,553 Reduced 22.53%
8,777 $348,000
Q2 2024

Jul 19, 2024
BUY
$34.53 - $37.67 $391,224 - $426,801
11,330 New
11,330 $424,000
Q2 2023

Jul 13, 2023
BUY
$28.25 - $30.99 $328,095 - $359,917
11,614 New
11,614 $359,000

Others Institutions Holding DFAU

# of Institutions
421
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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