Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

  • $392 Million
  • Q3 2024

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 526,639 shares of DFAU stock, worth $21.8 Million. This represents 5.33% of its overall portfolio holdings.

Number of Shares
526,639
Previous 475,315 10.8%
Holding current value
$21.8 Million
Previous $17.8 Million 17.3%
% of portfolio
5.33%
Previous 4.83%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$35.8 - $39.69 $1.84 Million - $2.04 Million
51,324 Added 10.8%
526,639 $20.9 Million
Q2 2024

Aug 02, 2024
SELL
$34.53 - $37.67 $34,771 - $37,933
-1,007 Reduced 0.21%
475,315 $17.8 Million
Q1 2024

May 03, 2024
BUY
$32.59 - $36.54 $1.6 Million - $1.8 Million
49,209 Added 11.52%
476,322 $17.4 Million
Q4 2023

Feb 02, 2024
BUY
$28.58 - $33.37 $1.19 Million - $1.38 Million
41,464 Added 10.75%
427,113 $14.2 Million
Q3 2023

Nov 03, 2023
BUY
$29.79 - $32.13 $324,144 - $349,606
10,881 Added 2.9%
385,649 $11.6 Million
Q2 2023

Aug 11, 2023
BUY
$28.25 - $30.99 $1.21 Million - $1.33 Million
42,868 Added 12.92%
374,768 $11.6 Million
Q1 2023

Apr 27, 2023
BUY
$26.87 - $29.65 $897,646 - $990,517
33,407 Added 11.19%
331,900 $9.55 Million
Q4 2022

Feb 08, 2023
BUY
$25.24 - $28.83 $2.07 Million - $2.36 Million
82,015 Added 37.89%
298,493 $8.07 Million
Q3 2022

Nov 04, 2022
BUY
$25.15 - $30.14 $71,702 - $85,929
2,851 Added 1.33%
216,478 $5.44 Million
Q2 2022

Aug 09, 2022
BUY
$25.69 - $31.79 $412,041 - $509,879
16,039 Added 8.12%
213,627 $5.65 Million
Q1 2022

May 11, 2022
BUY
$29.18 - $33.24 $279,661 - $318,572
9,584 Added 5.1%
197,588 $6.23 Million
Q4 2021

Feb 08, 2022
BUY
$30.17 - $33.15 $717,804 - $788,704
23,792 Added 14.49%
188,004 $6.2 Million
Q3 2021

Oct 21, 2021
BUY
$29.64 - $31.67 $287,863 - $307,579
9,712 Added 6.29%
164,212 $4.95 Million
Q2 2021

Jul 28, 2021
BUY
$28.46 - $30.21 $1.09 Million - $1.16 Million
38,442 Added 33.12%
154,500 $4.67 Million
Q1 2021

May 07, 2021
BUY
$25.91 - $28.38 $2.76 Million - $3.02 Million
106,548 Added 1120.38%
116,058 $3.27 Million
Q4 2020

Feb 12, 2021
BUY
$24.72 - $26.29 $235,087 - $250,017
9,510 New
9,510 $250,000

Others Institutions Holding DFAU

# of Institutions
412
Shares Held
110M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track Schwarz Dygos Wheeler Investment Advisors LLC Portfolio

Follow Schwarz Dygos Wheeler Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwarz Dygos Wheeler Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwarz Dygos Wheeler Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email