Sowell Financial Services LLC Dimensional ETF Tr Dimensional Transaction History

Sowell Financial Services LLC

  • $1.85 Billion
  • Q4 2024

A detailed history of Sowell Financial Services LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sowell Financial Services LLC holds 36,883 shares of DFAR stock, worth $899,576. This represents 0.05% of its overall portfolio holdings.

Number of Shares
36,883
Previous 36,273 1.68%
Holding current value
$899,576
Previous $930,000 7.74%
% of portfolio
0.05%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$22.72 - $25.76 $13,859 - $15,713
610 Added 1.68%
36,883 $858,000
Q3 2024

Oct 04, 2024
SELL
$21.91 - $26.03 $671,607 - $797,897
-30,653 Reduced 45.8%
36,273 $930,000
Q2 2024

Aug 13, 2024
SELL
$20.41 - $22.23 $8,490 - $9,247
-416 Reduced 0.62%
66,926 $1.48 Million
Q1 2024

May 03, 2024
BUY
$21.28 - $22.96 $141,214 - $152,362
6,636 Added 10.93%
67,342 $1.51 Million
Q4 2023

Jan 24, 2024
BUY
$18.45 - $23.08 $43,929 - $54,953
2,381 Added 4.08%
60,706 $1.38 Million
Q3 2023

Nov 08, 2023
BUY
$19.26 - $22.35 $98,919 - $114,789
5,136 Added 9.66%
58,325 $1.14 Million
Q2 2023

Aug 14, 2023
BUY
$20.22 - $21.63 $10,837 - $11,593
536 Added 1.02%
53,189 $1.14 Million
Q1 2023

May 12, 2023
BUY
$19.83 - $23.92 $174,147 - $210,065
8,782 Added 20.02%
52,653 $1.13 Million
Q4 2022

Feb 09, 2023
BUY
$19.45 - $22.52 $460,167 - $532,800
23,659 Added 117.05%
43,871 $928,000
Q3 2022

Nov 15, 2022
BUY
$20.34 - $25.89 $411,112 - $523,288
20,212 New
20,212 $416,000

Others Institutions Holding DFAR

# of Institutions
246
Shares Held
40.9M
Call Options Held
1.9K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFAR Quotes by TradingView
  • Ticker DFAR
  • Sector ETFs
  • Industry ETFs
More about DFAR
Track This Portfolio

Track Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services 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 Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email