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 57,772 shares of DFAI stock, worth $1.8 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

57,772

Previous 65,576 11.9%

Holding current value

$1.8 Million

Previous $2.08 Million 19.1%

% of portfolio

0.9%

Previous 0.99%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$29.0 - $31.6 $226,316 - $246,606	-7,804 Reduced 11.9%	57,772 $1.69 Million
Q3 2024 Oct 21, 2024	BUY	$28.69 - $32.06 $24,013 - $26,834	837 Added 1.29%	65,576 $2.08 Million
Q2 2024 Aug 01, 2024	SELL	$28.93 - $30.91 $165,711 - $177,052	-5,728 Reduced 8.13%	64,739 $1.92 Million
Q1 2024 Apr 19, 2024	SELL	$27.74 - $30.27 $87,602 - $95,592	-3,158 Reduced 4.29%	70,467 $2.13 Million
Q4 2023 Jan 22, 2024	BUY	$24.88 - $28.69 $436,569 - $503,423	17,547 Added 31.29%	73,625 $2.11 Million
Q3 2023 Oct 13, 2023	SELL	$26.0 - $28.17 $89,804 - $97,299	-3,454 Reduced 5.8%	56,078 $1.46 Million
Q2 2023 Jul 17, 2023	BUY	$26.46 - $28.05 $100,071 - $106,085	3,782 Added 6.78%	59,532 $1.63 Million
Q1 2023 Apr 18, 2023	BUY	$25.21 - $27.45 $4,361 - $4,748	173 Added 0.31%	55,750 $1.5 Million
Q4 2022 Feb 13, 2023	SELL	$21.47 - $25.85 $171,201 - $206,127	-7,974 Reduced 12.55%	55,577 $1.39 Million
Q3 2022 Nov 02, 2022	BUY	$21.44 - $25.78 $69,958 - $84,120	3,263 Added 5.41%	63,551 $1.37 Million
Q2 2022 Jul 22, 2022	BUY	$23.87 - $28.49 $276,581 - $330,113	11,587 Added 23.79%	60,288 $1.46 Million
Q1 2022 Jul 18, 2022	BUY	$25.94 - $30.08 $1.26 Million - $1.46 Million	48,701 New	48,701 $1.37 Million

Others Institutions Holding DFAI

# of Institutions

602

Shares Held

229M

Call Options Held

3.7K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
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Retirement Guys Formula LLC Dimensional ETF Tr Transaction History