Soundmark Wealth Management, LLC Dimensional ETF Tr Transaction History

Soundmark Wealth Management, LLC

  • $225 Million
  • Q1 2024

A detailed history of Soundmark Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Soundmark Wealth Management, LLC holds 5,569 shares of DFAU stock, worth $212,011. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,569
Holding current value
$212,011
% of portfolio
0.09%

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
$25.77 - $30.14 $179,075 - $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

# of Institutions
386
Shares Held
95.3M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
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