Perigon Wealth Management, LLC Dimensional ETF Tr Transaction History

Perigon Wealth Management, LLC

  • $3.27 Billion
  • Q1 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 13,775 shares of DFAX stock, worth $355,395. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,775
Previous 13,623 1.12%
Holding current value
$355,395
Previous $332,000 5.42%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
470
Shares Held
211M
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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