A detailed history of Safeguard Investment Advisory Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 38,286 shares of DFAX stock, worth $987,778. This represents 0.33% of its overall portfolio holdings.

Number of Shares
38,286
Previous 41,724 8.24%
Holding current value
$987,778
Previous $1.02 Million 4.42%
% of portfolio
0.33%
Previous 0.38%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$23.42 - $25.45 $80,517 - $87,497
-3,438 Reduced 8.24%
38,286 $973,000
Q4 2023

Jan 26, 2024

SELL
$21.44 - $24.42 $31,130 - $35,457
-1,452 Reduced 3.36%
41,724 $1.02 Million
Q3 2023

Nov 14, 2023

SELL
$22.41 - $24.35 $155,615 - $169,086
-6,944 Reduced 13.85%
43,176 $972,000
Q2 2023

Aug 01, 2023

SELL
$22.56 - $24.03 $96,128 - $102,391
-4,261 Reduced 7.84%
50,120 $1.17 Million
Q1 2023

May 04, 2023

SELL
$21.74 - $23.72 $248,031 - $270,621
-11,409 Reduced 17.34%
54,381 $1.25 Million
Q4 2022

Jan 26, 2023

SELL
$20.25 - $22.36 $135,918 - $150,080
-6,712 Reduced 9.26%
65,790 $0
Q3 2022

Oct 25, 2022

SELL
$19.38 - $22.64 $81,783 - $95,540
-4,220 Reduced 5.5%
72,502 $1.37 Million
Q2 2022

Jul 20, 2022

BUY
$21.22 - $25.37 $1.63 Million - $1.95 Million
76,722 New
76,722 $1.91 Million
Q1 2022

May 04, 2022

SELL
$23.26 - $26.72 $1.81 Million - $2.08 Million
-77,697 Closed
0 $0
Q4 2021

Feb 03, 2022

SELL
$25.17 - $26.82 $48,854 - $52,057
-1,941 Reduced 2.44%
77,697 $2.03 Million
Q3 2021

Oct 20, 2021

BUY
$25.83 - $27.21 $2.06 Million - $2.17 Million
79,638 New
79,638 $2.06 Million

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
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