Retirement Guys Formula LLC Dimensional ETF Tr Transaction History

Retirement Guys Formula LLC

$188 Million
Q4 2024

A detailed history of Retirement Guys Formula LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Retirement Guys Formula LLC holds 33,442 shares of DFAE stock, worth $877,852. This represents 0.45% of its overall portfolio holdings.

Number of Shares

33,442

Previous 38,379 12.86%

Holding current value

$877,852

Previous $1.05 Million 19.31%

% of portfolio

0.45%

Previous 0.5%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$25.36 - $28.15 $125,202 - $138,976	-4,937 Reduced 12.86%	33,442 $848,000
Q3 2024 Oct 21, 2024	BUY	$24.46 - $27.82 $2,201 - $2,503	90 Added 0.24%	38,379 $1.05 Million
Q2 2024 Aug 01, 2024	SELL	$24.03 - $26.3 $86,291 - $94,443	-3,591 Reduced 8.57%	38,289 $990,000
Q1 2024 Apr 19, 2024	SELL	$22.74 - $24.88 $3,911 - $4,279	-172 Reduced 0.41%	41,880 $1.04 Million
Q4 2023 Jan 22, 2024	BUY	$21.63 - $24.11 $234,901 - $261,834	10,860 Added 34.82%	42,052 $1.01 Million
Q3 2023 Oct 13, 2023	SELL	$22.43 - $24.83 $40,463 - $44,793	-1,804 Reduced 5.47%	31,192 $704,000
Q2 2023 Jul 17, 2023	BUY	$22.38 - $24.3 $55,591 - $60,361	2,484 Added 8.14%	32,996 $774,000
Q1 2023 Apr 18, 2023	SELL	$21.78 - $24.36 $217 - $243	-10 Reduced 0.03%	30,512 $702,000
Q4 2022 Feb 13, 2023	BUY	$19.67 - $22.73 $157,340 - $181,817	7,999 Added 35.51%	30,522 $669,000
Q3 2022 Nov 02, 2022	BUY	$20.09 - $23.68 $23,907 - $28,179	1,190 Added 5.58%	22,523 $452,000
Q2 2022 Jul 22, 2022	BUY	$22.9 - $27.06 $93,157 - $110,080	4,068 Added 23.56%	21,333 $494,000
Q1 2022 Jul 18, 2022	BUY	$24.29 - $28.31 $419,366 - $488,772	17,265 New	17,265 $453,000

Others Institutions Holding DFAE

# of Institutions

536

Shares Held

168M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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Retirement Guys Formula LLC Dimensional ETF Tr Transaction History