Satovsky Asset Management LLC Dimensional ETF Tr Dimensional Transaction History

Satovsky Asset Management LLC

$437 Million
Q4 2024

A detailed history of Satovsky Asset Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Satovsky Asset Management LLC holds 388,017 shares of DFAR stock, worth $9.1 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares

388,017

Previous 391,307 0.84%

Holding current value

$9.1 Million

Previous $10 Million 10.01%

% of portfolio

2.07%

Previous 2.26%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$22.72 - $25.76 $74,748 - $84,750	-3,290 Reduced 0.84%	388,017 $9.03 Million
Q3 2024 Oct 18, 2024	BUY	$21.91 - $26.03 $117,853 - $140,015	5,379 Added 1.39%	391,307 $10 Million
Q2 2024 Aug 02, 2024	BUY	$20.41 - $22.23 $5 Million - $5.45 Million	245,188 Added 174.21%	385,928 $8.53 Million
Q1 2024 Apr 23, 2024	BUY	$21.28 - $22.96 $173,410 - $187,101	8,149 Added 6.15%	140,740 $3.15 Million
Q4 2023 Jan 23, 2024	SELL	$18.45 - $23.08 $12,730 - $15,925	-690 Reduced 0.52%	132,591 $3.02 Million
Q3 2023 Oct 23, 2023	SELL	$19.26 - $22.35 $146,510 - $170,016	-7,607 Reduced 5.4%	133,281 $2.6 Million
Q2 2023 Jul 28, 2023	SELL	$20.22 - $21.63 $4.26 Million - $4.56 Million	-210,807 Reduced 59.94%	140,888 $3.03 Million
Q1 2023 Apr 26, 2023	BUY	$19.83 - $23.92 $643,840 - $776,634	32,468 Added 10.17%	351,695 $7.56 Million
Q4 2022 Jan 24, 2023	BUY	$19.45 - $22.52 $4.08 Million - $4.72 Million	209,553 Added 191.07%	319,227 $0
Q3 2022 Oct 21, 2022	BUY	$20.34 - $25.89 $1.93 Million - $2.45 Million	94,789 Added 636.81%	109,674 $2.26 Million
Q2 2022 Aug 02, 2022	BUY	$21.92 - $28.24 $326,279 - $420,352	14,885 New	14,885 $346,000

Others Institutions Holding DFAR

# of Institutions

223

Shares Held

36.5M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

Track This Portfolio

Portfolio Update

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

News

Stay updated on Satovsky Asset Management LLC with notifications on news.

Account

Satovsky Asset Management LLC Dimensional ETF Tr Dimensional Transaction History