Rvw Wealth, LLC Dimensional ETF Tr Transaction History

Rvw Wealth, LLC

$1.02 Billion
Q3 2024

A detailed history of Rvw Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Rvw Wealth, LLC holds 20,067 shares of DFAX stock, worth $506,089. This represents 0.05% of its overall portfolio holdings.

Number of Shares

20,067

Previous 20,064 0.01%

Holding current value

$506,089

Previous $510,000 6.27%

% of portfolio

0.05%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$24.29 - $27.25 $72 - $81	3 Added 0.01%	20,067 $542,000
Q2 2024 Jul 08, 2024	SELL	$24.57 - $26.36 $3,611 - $3,874	-147 Reduced 0.73%	20,064 $510,000
Q1 2024 Apr 05, 2024	SELL	$23.42 - $25.45 $24,052 - $26,137	-1,027 Reduced 4.84%	20,211 $514,000
Q4 2023 Jan 08, 2024	BUY	$21.44 - $24.42 $107 - $122	5 Added 0.02%	21,238 $518,000
Q3 2023 Oct 12, 2023	SELL	$22.41 - $24.35 $91,656 - $99,591	-4,090 Reduced 16.15%	21,233 $478,000
Q2 2023 Jul 06, 2023	SELL	$22.56 - $24.03 $6,068 - $6,464	-269 Reduced 1.05%	25,323 $590,000
Q1 2023 Apr 11, 2023	SELL	$21.74 - $23.72 $112,461 - $122,703	-5,173 Reduced 16.81%	25,592 $590,000
Q4 2022 Jan 12, 2023	BUY	$18.81 - $22.36 $58,442 - $69,472	3,107 Added 11.23%	30,765 $0
Q3 2022 Oct 13, 2022	SELL	$18.89 - $22.64 $63,980 - $76,681	-3,387 Reduced 10.91%	27,658 $522,000
Q2 2022 Jul 13, 2022	BUY	$21.22 - $25.37 $69,771 - $83,416	3,288 Added 11.85%	31,045 $666,000
Q4 2021 Jan 11, 2022	BUY	$25.17 - $26.82 $201 - $214	8 Added 0.03%	27,757 $1 Million
Q3 2021 Oct 07, 2021	BUY	$25.83 - $27.21 $716,756 - $755,050	27,749 New	27,749 $1 Million

Others Institutions Holding DFAX

# of Institutions

513

Shares Held

221M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

Portfolio Update

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

News

Stay updated on Rvw Wealth, LLC with notifications on news.

Account