Perigon Wealth Management, LLC Dimensional ETF Tr Transaction History

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024

A detailed history of Perigon Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 50,806 shares of DFAX stock, worth $1.28 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
50,806
Previous 51,081 0.54%
Holding current value
$1.28 Million
Previous $1.3 Million 5.7%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$24.29 - $27.25 $6,679 - $7,493
-275 Reduced 0.54%
50,806 $1.37 Million
Q2 2024

Aug 02, 2024
BUY
$24.57 - $26.36 $916,608 - $983,386
37,306 Added 270.82%
51,081 $1.3 Million
Q1 2024

Apr 29, 2024
BUY
$23.42 - $25.45 $3,559 - $3,868
152 Added 1.12%
13,775 $350,000
Q4 2023

Jan 29, 2024
BUY
$21.44 - $24.42 $292,077 - $332,673
13,623 New
13,623 $332,000

Others Institutions Holding DFAX

# of Institutions
513
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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