Safeguard Investment Advisory Group, LLC Dimensional ETF Tr Transaction History

Safeguard Investment Advisory Group, LLC

$364 Million
Q4 2024

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 37,111 shares of DFAX stock, worth $974,905. This represents 0.25% of its overall portfolio holdings.

Number of Shares

37,111

Previous 38,361 3.26%

Holding current value

$974,905

Previous $1.04 Million 11.0%

% of portfolio

0.25%

Previous 0.3%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$24.76 - $27.04 $30,950 - $33,800	-1,250 Reduced 3.26%	37,111 $922,000
Q3 2024 Nov 14, 2024	BUY	$24.29 - $27.25 $1,165 - $1,308	48 Added 0.13%	38,361 $1.04 Million
Q2 2024 Aug 09, 2024	BUY	$24.57 - $26.36 $663 - $711	27 Added 0.07%	38,313 $973,000
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	$18.81 - $22.36 $126,252 - $150,080	-6,712 Reduced 9.26%	65,790 $0
Q3 2022 Oct 25, 2022	SELL	$18.89 - $22.64 $79,715 - $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

# of Institutions

571

Shares Held

242M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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Safeguard Investment Advisory Group, LLC Dimensional ETF Tr Transaction History