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

Shanker Valleau Wealth Advisors, Inc.

$291 Million
Q4 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 1,457,863 shares of DFAX stock, worth $36.5 Million. This represents 12.46% of its overall portfolio holdings.

Number of Shares

1,457,863

Previous 1,378,964 5.72%

Holding current value

$36.5 Million

Previous $37.2 Million 2.69%

% of portfolio

12.46%

Previous 12.69%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	BUY	$24.76 - $27.04 $1.95 Million - $2.13 Million	78,899 Added 5.72%	1,457,863 $36.2 Million
Q3 2024 Oct 08, 2024	BUY	$24.29 - $27.25 $146,905 - $164,808	6,048 Added 0.44%	1,378,964 $37.2 Million
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	$18.81 - $22.36 $1.3 Million - $1.55 Million	-69,286 Reduced 5.09%	1,293,155 $0
Q3 2022 Oct 05, 2022	BUY	$18.89 - $22.64 $1.19 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

513

Shares Held

224M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

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.

Account

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