Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

  • $413 Million
  • Q1 2025

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 381,552 shares of DFAI stock, worth $12.3 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares
381,552
Previous 371,705 2.65%
Holding current value
$12.3 Million
Previous $10.9 Million 9.79%
% of portfolio
2.88%
Previous 2.72%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$28.88 - $32.4 $284,381 - $319,042
9,847 Added 2.65%
381,552 $11.9 Million
Q4 2024

Feb 07, 2025
BUY
$29.0 - $31.6 $370,417 - $403,626
12,773 Added 3.56%
371,705 $10.9 Million
Q3 2024

Nov 08, 2024
SELL
$28.69 - $32.06 $426,735 - $476,860
-14,874 Reduced 3.98%
358,932 $11.4 Million
Q2 2024

Aug 02, 2024
BUY
$28.93 - $30.91 $164,785 - $176,063
5,696 Added 1.55%
373,806 $11.1 Million
Q1 2024

May 03, 2024
BUY
$27.74 - $30.27 $1.16 Million - $1.26 Million
41,662 Added 12.76%
368,110 $11.1 Million
Q4 2023

Feb 02, 2024
BUY
$24.88 - $28.69 $802,454 - $925,338
32,253 Added 10.96%
326,448 $9.35 Million
Q3 2023

Nov 03, 2023
BUY
$26.0 - $28.17 $228,852 - $247,952
8,802 Added 3.08%
294,195 $7.68 Million
Q2 2023

Aug 11, 2023
BUY
$26.46 - $28.05 $755,353 - $800,743
28,547 Added 11.11%
285,393 $7.8 Million
Q1 2023

Apr 27, 2023
BUY
$25.21 - $27.45 $494,922 - $538,898
19,632 Added 8.28%
256,846 $6.92 Million
Q4 2022

Feb 08, 2023
BUY
$21.47 - $25.85 $477,900 - $575,395
22,259 Added 10.36%
237,214 $5.94 Million
Q3 2022

Nov 04, 2022
BUY
$21.44 - $25.78 $413,684 - $497,425
19,295 Added 9.86%
214,955 $4.64 Million
Q2 2022

Aug 09, 2022
BUY
$23.87 - $28.49 $662,249 - $790,426
27,744 Added 16.52%
195,660 $4.72 Million
Q1 2022

May 11, 2022
BUY
$25.94 - $30.08 $795,501 - $922,463
30,667 Added 22.34%
167,916 $4.73 Million
Q4 2021

Feb 08, 2022
BUY
$28.27 - $30.4 $496,901 - $534,340
17,577 Added 14.69%
137,249 $4.06 Million
Q3 2021

Oct 21, 2021
BUY
$28.39 - $30.41 $216,558 - $231,967
7,628 Added 6.81%
119,672 $3.46 Million
Q2 2021

Jul 28, 2021
BUY
$28.24 - $30.33 $910,598 - $977,990
32,245 Added 40.41%
112,044 $3.27 Million
Q1 2021

May 07, 2021
BUY
$26.33 - $28.4 $2.1 Million - $2.27 Million
79,799 New
79,799 $2.23 Million

Others Institutions Holding DFAI

# of Institutions
629
Shares Held
236M
Call Options Held
3.7K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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