Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

  • $399 Million
  • Q4 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 30,703 shares of DFAX stock, worth $798,585. This represents 0.19% of its overall portfolio holdings.

Number of Shares
30,703
Previous 30,853 0.49%
Holding current value
$798,585
Previous $833,000 8.4%
% of portfolio
0.19%
Previous 0.21%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$24.76 - $27.04 $3,714 - $4,056
-150 Reduced 0.49%
30,703 $763,000
Q3 2024

Nov 08, 2024
SELL
$24.29 - $27.25 $668,387 - $749,838
-27,517 Reduced 47.14%
30,853 $833,000
Q2 2024

Aug 02, 2024
SELL
$24.57 - $26.36 $107,518 - $115,351
-4,376 Reduced 6.97%
58,370 $1.48 Million
Q1 2024

May 03, 2024
BUY
$23.42 - $25.45 $66,278 - $72,023
2,830 Added 4.72%
62,746 $1.6 Million
Q4 2023

Feb 02, 2024
SELL
$21.44 - $24.42 $42,086 - $47,936
-1,963 Reduced 3.17%
59,916 $1.46 Million
Q3 2023

Nov 03, 2023
SELL
$22.41 - $24.35 $155,883 - $169,378
-6,956 Reduced 10.11%
61,879 $1.39 Million
Q2 2023

Aug 11, 2023
BUY
$22.56 - $24.03 $438,205 - $466,758
19,424 Added 39.31%
68,835 $1.6 Million
Q1 2023

Apr 27, 2023
BUY
$21.74 - $23.72 $2,543 - $2,775
117 Added 0.24%
49,411 $1.14 Million
Q4 2022

Feb 08, 2023
BUY
$18.81 - $22.36 $46,046 - $54,737
2,448 Added 5.23%
49,294 $1.06 Million
Q3 2022

Nov 04, 2022
SELL
$18.89 - $22.64 $67,796 - $81,254
-3,589 Reduced 7.12%
46,846 $885,000
Q2 2022

Aug 09, 2022
SELL
$21.22 - $25.37 $7,596 - $9,082
-358 Reduced 0.7%
50,435 $1.08 Million
Q1 2022

May 11, 2022
BUY
$23.26 - $26.72 $154,585 - $177,581
6,646 Added 15.05%
50,793 $1.27 Million
Q4 2021

Feb 08, 2022
BUY
$25.17 - $26.82 $48,326 - $51,494
1,920 Added 4.55%
44,147 $1.15 Million
Q3 2021

Oct 21, 2021
BUY
$25.83 - $27.21 $1.09 Million - $1.15 Million
42,227 New
42,227 $1.09 Million

Others Institutions Holding DFAX

# of Institutions
553
Shares Held
240M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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