A detailed history of Regal Wealth Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Regal Wealth Group, Inc. holds 196,730 shares of DFAI stock, worth $5.86 Million. This represents 3.94% of its overall portfolio holdings.

Number of Shares
196,730
Previous 184,949 6.37%
Holding current value
$5.86 Million
Previous $4.83 Million 16.67%
% of portfolio
3.94%
Previous 3.83%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 23, 2024

BUY
$24.88 - $28.69 $293,111 - $337,996
11,781 Added 6.37%
196,730 $5.63 Million
Q3 2023

Oct 10, 2023

BUY
$26.0 - $28.17 $58,734 - $63,636
2,259 Added 1.24%
184,949 $4.83 Million
Q2 2023

Jul 11, 2023

BUY
$26.46 - $28.05 $3.64 Million - $3.85 Million
137,419 Added 303.55%
182,690 $4.99 Million
Q1 2023

Apr 21, 2023

BUY
$25.21 - $27.45 $1.14 Million - $1.24 Million
45,271 New
45,271 $1.22 Million

Others Institutions Holding DFAI

About DIMENSIONAL ETF TR


  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Regal Wealth Group, Inc. Portfolio

Follow Regal Wealth Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regal Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Regal Wealth Group, Inc. with notifications on news.