A detailed history of Sheets Smith Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sheets Smith Wealth Management holds 9,717 shares of DFAX stock, worth $240,787. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,717
Previous 9,717 -0.0%
Holding current value
$240,787
Previous $247,000 6.07%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 26, 2023

BUY
$21.74 - $23.72 $210,747 - $229,941
9,694 Added 42147.83%
9,717 $224,000
Q1 2023

May 12, 2023

SELL
$21.74 - $23.72 $210,747 - $229,941
-9,694 Reduced 99.76%
23 $0
Q4 2022

Mar 08, 2023

BUY
$18.81 - $22.36 $182,776 - $217,272
9,717 New
9,717 $209,000
Q3 2021

Oct 15, 2021

BUY
$25.83 - $27.21 $250,990 - $264,399
9,717 New
9,717 $251,000

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
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