Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024

BUY
$32.59 - $36.54 $181,493 - $203,491
5,569 New
5,569 $203,000
Q2 2023

Jul 13, 2023

BUY
$28.25 - $30.99 $192,354 - $211,010
6,809 New
6,809 $211,000
Q3 2022

Oct 12, 2022

SELL
$25.15 - $30.14 $174,767 - $209,442
-6,949 Reduced 40.72%
10,118 $254,000
Q2 2022

Jul 11, 2022

BUY
$25.69 - $31.79 $207,883 - $257,244
8,092 Added 90.16%
17,067 $451,000
Q1 2022

Apr 11, 2022

BUY
$29.18 - $33.24 $261,890 - $298,329
8,975 New
8,975 $283,000

Others Institutions Holding DFAU

About DIMENSIONAL ETF TR


  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track Soundmark Wealth Management, LLC Portfolio

Follow Soundmark Wealth Management, LLC 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 Soundmark Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Soundmark Wealth Management, LLC with notifications on news.