Sc&H Financial Advisors, Inc. Dimensional ETF Tr Transaction History

Sc&H Financial Advisors, Inc.

$447 Million
Q3 2024

A detailed history of Sc&H Financial Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 335,093 shares of DFAE stock, worth $8.7 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares

335,093

Previous 319,977 4.72%

Holding current value

$8.7 Million

Previous $8.28 Million 10.96%

% of portfolio

2.06%

Previous 2.06%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$24.46 - $27.82 $369,737 - $420,527	15,116 Added 4.72%	335,093 $9.18 Million
Q2 2024 Aug 01, 2024	BUY	$24.03 - $26.3 $419,756 - $459,408	17,468 Added 5.77%	319,977 $8.28 Million
Q1 2024 May 02, 2024	BUY	$22.74 - $24.88 $153,381 - $167,815	6,745 Added 2.28%	302,509 $7.48 Million
Q4 2023 Feb 01, 2024	SELL	$21.63 - $24.11 $466,039 - $519,474	-21,546 Reduced 6.79%	295,764 $7.13 Million
Q3 2023 Oct 30, 2023	BUY	$22.43 - $24.83 $360,405 - $398,968	16,068 Added 5.33%	317,310 $7.16 Million
Q2 2023 Aug 07, 2023	BUY	$22.38 - $24.3 $289,395 - $314,223	12,931 Added 4.49%	301,242 $7.07 Million
Q1 2023 May 12, 2023	BUY	$21.78 - $24.36 $334,344 - $373,950	15,351 Added 5.62%	288,311 $6.64 Million
Q4 2022 Feb 10, 2023	BUY	$19.67 - $22.73 $1.79 Million - $2.07 Million	91,072 Added 50.07%	272,960 $5.99 Million
Q3 2022 Nov 09, 2022	SELL	$20.09 - $23.68 $1.22 Million - $1.44 Million	-60,846 Reduced 25.07%	181,888 $3.65 Million
Q2 2022 Aug 10, 2022	BUY	$22.9 - $27.06 $1.8 Million - $2.13 Million	78,748 Added 48.02%	242,734 $5.62 Million
Q1 2022 May 10, 2022	BUY	$24.29 - $28.31 $2.84 Million - $3.32 Million	117,119 Added 249.9%	163,986 $4.3 Million
Q4 2021 Feb 10, 2022	BUY	$26.45 - $28.31 $1.24 Million - $1.33 Million	46,867 New	46,867 $1.28 Million

Others Institutions Holding DFAE

# of Institutions

474

Shares Held

141M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sc&H Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sc&H Financial Advisors, Inc. with notifications on news.

Account

Sc&H Financial Advisors, Inc. Dimensional ETF Tr Transaction History