Seven Springs Wealth Group, LLC Dimensional ETF Tr Transaction History

Seven Springs Wealth Group, LLC

$267 Million
Q3 2024

A detailed history of Seven Springs Wealth Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 51,863 shares of DFAE stock, worth $1.33 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

51,863

Previous 52,548 1.3%

Holding current value

$1.33 Million

Previous $1.36 Million 4.56%

% of portfolio

0.53%

Previous 0.54%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$24.46 - $27.82 $16,755 - $19,056	-685 Reduced 1.3%	51,863 $1.42 Million
Q1 2024 May 07, 2024	SELL	$22.74 - $24.88 $41,773 - $45,704	-1,837 Reduced 3.38%	52,548 $1.3 Million
Q4 2023 Feb 07, 2024	SELL	$21.63 - $24.11 $90,672 - $101,069	-4,192 Reduced 7.16%	54,385 $1.31 Million
Q3 2023 Nov 08, 2023	SELL	$22.43 - $24.83 $2,691 - $2,979	-120 Reduced 0.2%	58,577 $1.32 Million
Q2 2023 Jul 31, 2023	SELL	$22.38 - $24.3 $5,393 - $5,856	-241 Reduced 0.41%	58,697 $1.38 Million
Q1 2023 May 09, 2023	SELL	$21.78 - $24.36 $68,541 - $76,660	-3,147 Reduced 5.07%	58,938 $1.36 Million
Q4 2022 Feb 08, 2023	BUY	$19.67 - $22.73 $52,499 - $60,666	2,669 Added 4.49%	62,085 $1.36 Million
Q3 2022 Oct 21, 2022	BUY	$20.09 - $23.68 $1.19 Million - $1.41 Million	59,416 New	59,416 $1.19 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 Seven Springs Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Seven Springs Wealth Group, LLC with notifications on news.

Account

Seven Springs Wealth Group, LLC Dimensional ETF Tr Transaction History