Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr Transaction History

Shanker Valleau Wealth Advisors, Inc.

  • $234 Million
  • Q2 2024

A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 1,372,916 shares of DFAX stock, worth $35.5 Million. This represents 14.94% of its overall portfolio holdings.

Number of Shares
1,372,916
Previous 1,383,664 0.78%
Holding current value
$35.5 Million
Previous $35.2 Million 0.86%
% of portfolio
14.94%
Previous 16.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024
SELL
$24.57 - $26.36 $264,078 - $283,317
-10,748 Reduced 0.78%
1,372,916 $34.9 Million
Q1 2024

Apr 17, 2024
BUY
$23.42 - $25.45 $219,609 - $238,644
9,377 Added 0.68%
1,383,664 $35.2 Million
Q4 2023

Jan 11, 2024
BUY
$21.44 - $24.42 $872,650 - $993,942
40,702 Added 3.05%
1,374,287 $33.6 Million
Q3 2023

Oct 12, 2023
BUY
$22.41 - $24.35 $1.13 Million - $1.23 Million
50,499 Added 3.94%
1,333,585 $30 Million
Q2 2023

Jul 12, 2023
BUY
$22.56 - $24.03 $152,076 - $161,986
6,741 Added 0.53%
1,283,086 $29.9 Million
Q1 2023

Apr 17, 2023
SELL
$21.74 - $23.72 $365,449 - $398,733
-16,810 Reduced 1.3%
1,276,345 $29.4 Million
Q4 2022

Jan 12, 2023
SELL
$20.25 - $22.36 $1.4 Million - $1.55 Million
-69,286 Reduced 5.09%
1,293,155 $0
Q3 2022

Oct 05, 2022
BUY
$19.38 - $22.64 $1.22 Million - $1.43 Million
62,950 Added 4.84%
1,362,441 $25.7 Million
Q2 2022

Jul 08, 2022
SELL
$21.22 - $25.37 $745,203 - $890,943
-35,118 Reduced 2.63%
1,299,491 $27.9 Million
Q1 2022

Apr 28, 2022
BUY
$23.26 - $26.72 $482,877 - $554,707
20,760 Added 1.58%
1,334,609 $33.3 Million
Q4 2021

Jan 27, 2022
BUY
$25.17 - $26.82 $33.1 Million - $35.2 Million
1,313,849 New
1,313,849 $34.3 Million

Others Institutions Holding DFAX

# of Institutions
471
Shares Held
211M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Shanker Valleau Wealth Advisors, Inc. Portfolio

Follow Shanker Valleau Wealth Advisors, Inc. 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 Shanker Valleau Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Shanker Valleau Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email